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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 | $68,473 | $123,478-44.5% | $216,567-68.4% | $94,015-27.2% |
| Participation rate | 24.7% | 75.1%-50.4pp | 81.6%-57.0pp | 70.8%-46.1pp |
| Annual return | 17.87% | 23.61%-5.7pp | 12.94%+4.9pp | 17.84%0pp |
| Employer contribution / active EE | $1,154 | $3,136-63.2% | $5,216-77.9% | $2,790-58.6% |
| Participant deferral / active EE | $1,308 | $4,556-71.3% | $6,191-78.9% | $4,249-69.2% |
| Admin fee / account holder | $1,937 | $12,753-84.8% | $21,981-91.2% | $8,951-78.4% |