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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 | $84,571 | $87,733-3.6% | $106,555-20.6% | $85,847-1.5% |
| Participation rate | 34.6% | 71.9%-37.3pp | 76.1%-41.5pp | 69.3%-34.7pp |
| Annual return | 17.34% | 21.86%-4.5pp | 26.80%-9.5pp | 318.61%-301.3pp |
| Employer contribution / active EE | $701 | $2,073-66.2% | $2,819-75.1% | $2,565-72.7% |
| Participant deferral / active EE | $1,497 | $3,469-56.9% | $4,399-66.0% | $3,952-62.1% |
| Admin fee / account holder | $389 | $6,767-94.2% | $7,408-94.7% | $6,261-93.8% |