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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 | $65,797 | $67,411-2.4% | $91,004-27.7% | $70,126-6.2% |
| Participation rate | 27.9% | 71.4%-43.5pp | 75.6%-47.7pp | 69.5%-41.6pp |
| Annual return | 12.58% | -40.16%+52.7pp | 4.60%+8.0pp | 73.15%-60.6pp |
| Employer contribution / active EE | $654 | $1,786-63.4% | $2,456-73.4% | $2,343-72.1% |
| Participant deferral / active EE | $810 | $2,823-71.3% | $3,548-77.2% | $3,332-75.7% |
| Admin fee / account holder | $3,079 | $4,236-27.3% | $5,417-43.2% | $4,645-33.7% |