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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 | $66,251 | $102,609-35.4% | $98,090-32.5% | $138,895-52.3% |
| Participation rate | 57.1% | 82.8%-25.6pp | 81.5%-24.4pp | 79.9%-22.8pp |
| Annual return | 19.08% | 36.44%-17.4pp | 37.05%-18.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $302 | $3,867-92.2% | $3,606-91.6% | $4,194-92.8% |
| Participant deferral / active EE | $1,084 | $8,167-86.7% | $7,845-86.2% | $6,396-83.1% |
| Admin fee / account holder | $1,304 | $11,434-88.6% | $11,815-89.0% | $12,562-89.6% |