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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 | $65,296 | $72,273-9.7% | $101,275-35.5% | $79,856-18.2% |
| Participation rate | 29.2% | 68.5%-39.2pp | 75.8%-46.6pp | 69.6%-40.4pp |
| Annual return | 14.66% | 22.30%-7.6pp | 46.48%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $689 | $2,691-74.4% | $3,660-81.2% | $2,471-72.1% |
| Participant deferral / active EE | $990 | $3,282-69.8% | $4,371-77.3% | $3,741-73.5% |
| Admin fee / account holder | $3,182 | $4,401-27.7% | $5,948-46.5% | $5,306-40.0% |