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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 | $60,895 | $76,551-20.5% | $123,894-50.8% | $62,881-3.2% |
| Participation rate | 39.2% | 73.0%-33.8pp | 81.4%-42.2pp | 69.3%-30.1pp |
| Annual return | 6.83% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $493 | $2,882-82.9% | $4,617-89.3% | $2,281-78.4% |
| Participant deferral / active EE | $823 | $4,840-83.0% | $5,984-86.2% | $3,203-74.3% |
| Admin fee / account holder | $1,036 | $4,826-78.5% | $8,357-87.6% | $4,296-75.9% |