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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 | $68,073 | $73,978-8.0% | $96,515-29.5% | $75,173-9.4% |
| Participation rate | 17.3% | 66.4%-49.1pp | 74.3%-57.1pp | 67.2%-49.9pp |
| Annual return | 18.16% | 26.72%-8.6pp | 35.73%-17.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $784 | $2,931-73.2% | $3,740-79.0% | $2,671-70.6% |
| Participant deferral / active EE | $1,358 | $3,660-62.9% | $4,880-72.2% | $4,126-67.1% |
| Admin fee / account holder | $3,953 | $5,219-24.3% | $6,735-41.3% | $5,651-30.0% |