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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 | $68,383 | $69,137-1.1% | $182,153-62.5% | $94,015-27.3% |
| Participation rate | 39.1% | 59.6%-20.6pp | 65.7%-26.7pp | 70.8%-31.8pp |
| Annual return | 12.41% | 21.34%-8.9pp | 35.04%-22.6pp | 17.84%-5.4pp |
| Employer contribution / active EE | $965 | $2,152-55.1% | $2,593-62.8% | $2,790-65.4% |
| Participant deferral / active EE | $610 | $2,665-77.1% | $3,776-83.8% | $4,249-85.6% |
| Admin fee / account holder | $384 | $11,615-96.7% | $9,477-95.9% | $8,951-95.7% |