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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 | $67,831 | $102,609-33.9% | $98,090-30.8% | $138,895-51.2% |
| Participation rate | 25.0% | 82.8%-57.8pp | 81.5%-56.5pp | 79.9%-54.9pp |
| Annual return | 14.04% | 36.44%-22.4pp | 37.05%-23.0pp | 145.39%-131.4pp |
| Employer contribution / active EE | $280 | $3,867-92.8% | $3,606-92.2% | $4,194-93.3% |
| Participant deferral / active EE | $1,431 | $8,167-82.5% | $7,845-81.8% | $6,396-77.6% |
| Admin fee / account holder | $8,313 | $11,434-27.3% | $11,815-29.6% | $12,562-33.8% |