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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 | $58,551 | $95,453-38.7% | $112,040-47.7% | $82,448-29.0% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 12.59% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $746 | $2,318-67.8% | $2,954-74.8% | $2,551-70.8% |
| Participant deferral / active EE | $1,209 | $4,224-71.4% | $5,098-76.3% | $4,139-70.8% |
| Admin fee / account holder | $13,554 | $9,013+50.4% | $12,098+12.0% | $7,234+87.4% |