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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 | $95,404-32.9% | $113,397-43.6% | $82,637-22.6% |
| Participation rate | 28.3% | 72.8%-44.5pp | 76.5%-48.2pp | 68.1%-39.7pp |
| Annual return | 17.31% | 19.08%-1.8pp | 23.20%-5.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $709 | $2,307-69.3% | $2,977-76.2% | $2,552-72.2% |
| Participant deferral / active EE | $1,208 | $4,220-71.4% | $5,076-76.2% | $4,126-70.7% |
| Admin fee / account holder | $1,542 | $9,168-83.2% | $11,957-87.1% | $7,339-79.0% |