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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 | $57,298 | $73,787-22.3% | $98,716-42.0% | $82,448-30.5% |
| Participation rate | 47.5% | 61.4%-14.0pp | 69.3%-21.8pp | 68.1%-20.6pp |
| Annual return | 15.39% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $606 | $1,511-59.9% | $2,279-73.4% | $2,551-76.3% |
| Participant deferral / active EE | $950 | $3,081-69.2% | $4,048-76.5% | $4,139-77.1% |
| Admin fee / account holder | $1,472 | $6,500-77.4% | $8,703-83.1% | $7,234-79.7% |