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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 | $70,830 | $76,107-6.9% | $96,576-26.7% | $71,495-0.9% |
| Participation rate | 32.2% | 74.4%-42.2pp | 76.0%-43.7pp | 67.9%-35.7pp |
| Annual return | 17.29% | 22.81%-5.5pp | 25.87%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $987 | $2,247-56.1% | $2,965-66.7% | $2,589-61.9% |
| Participant deferral / active EE | $1,821 | $4,218-56.8% | $4,851-62.5% | $4,291-57.6% |
| Admin fee / account holder | $3,985 | $2,708+47.2% | $8,253-51.7% | $1,588+151.0% |