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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 | $71,136 | $87,059-18.3% | $105,608-32.6% | $80,925-12.1% |
| Participation rate | 35.7% | 70.4%-34.7pp | 75.3%-39.6pp | 67.7%-31.9pp |
| Annual return | 11.66% | 17.05%-5.4pp | 116.50%-104.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,373 | $2,396-42.7% | $3,167-56.7% | $2,756-50.2% |
| Participant deferral / active EE | $1,680 | $3,986-57.9% | $5,010-66.5% | $4,299-60.9% |
| Admin fee / account holder | $811 | $8,443-90.4% | $11,028-92.6% | $6,940-88.3% |