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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 | $73,142 | $84,953-13.9% | $163,379-55.2% | $82,637-11.5% |
| Participation rate | 33.9% | 65.9%-32.0pp | 76.8%-42.9pp | 68.1%-34.1pp |
| Annual return | 14.04% | 23.07%-9.0pp | 63.41%-49.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $441 | $2,183-79.8% | $3,752-88.3% | $2,552-82.7% |
| Participant deferral / active EE | $1,304 | $4,326-69.8% | $6,282-79.2% | $4,126-68.4% |
| Admin fee / account holder | $2,505 | $7,921-68.4% | $9,818-74.5% | $7,339-65.9% |