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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 | $74,492 | $74,535-0.1% | $100,712-26.0% | $82,637-9.9% |
| Participation rate | 46.6% | 61.2%-14.6pp | 69.3%-22.7pp | 68.1%-21.5pp |
| Annual return | 16.08% | 18.92%-2.8pp | 33.27%-17.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $980 | $1,503-34.7% | $2,313-57.6% | $2,552-61.6% |
| Participant deferral / active EE | $647 | $3,074-78.9% | $4,085-84.2% | $4,126-84.3% |
| Admin fee / account holder | $4,391 | $6,576-33.2% | $9,256-52.6% | $7,339-40.2% |