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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 | $64,969 | $69,590-6.6% | $136,867-52.5% | $94,015-30.9% |
| Participation rate | 10.0% | 66.3%-56.3pp | 74.5%-64.5pp | 70.8%-60.8pp |
| Annual return | 11.81% | 19.62%-7.8pp | 42.97%-31.2pp | 17.84%-6.0pp |
| Employer contribution / active EE | $286 | $2,396-88.1% | $3,547-91.9% | $2,790-89.7% |
| Participant deferral / active EE | $778 | $3,437-77.4% | $4,924-84.2% | $4,249-81.7% |
| Admin fee / account holder | $4,197 | $8,912-52.9% | $10,340-59.4% | $8,951-53.1% |