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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 | $63,990 | $95,453-33.0% | $112,040-42.9% | $82,448-22.4% |
| Participation rate | 28.3% | 72.8%-44.4pp | 76.5%-48.2pp | 68.1%-39.7pp |
| Annual return | 17.31% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $709 | $2,318-69.4% | $2,954-76.0% | $2,551-72.2% |
| Participant deferral / active EE | $1,208 | $4,224-71.4% | $5,098-76.3% | $4,139-70.8% |
| Admin fee / account holder | $1,542 | $9,013-82.9% | $12,098-87.3% | $7,234-78.7% |