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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,047 | $81,331-11.4% | $155,534-53.7% | $80,935-11.0% |
| Participation rate | 24.5% | 66.3%-41.7pp | 78.2%-53.7pp | 67.7%-43.1pp |
| Annual return | 10.92% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $409 | $3,105-86.8% | $4,675-91.2% | $2,757-85.2% |
| Participant deferral / active EE | $720 | $3,454-79.2% | $5,630-87.2% | $4,299-83.3% |
| Admin fee / account holder | $3,772 | $7,999-52.8% | $15,900-76.3% | $6,924-45.5% |