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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 | $80,986 | $95,453-15.2% | $112,040-27.7% | $82,448-1.8% |
| Participation rate | 42.1% | 72.8%-30.7pp | 76.5%-34.4pp | 68.1%-26.0pp |
| Annual return | 15.68% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $926 | $2,318-60.0% | $2,954-68.6% | $2,551-63.7% |
| Participant deferral / active EE | $1,356 | $4,224-67.9% | $5,098-73.4% | $4,139-67.2% |
| Admin fee / account holder | $3,544 | $9,013-60.7% | $12,098-70.7% | $7,234-51.0% |