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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 | $64,353 | $67,638-4.9% | $133,346-51.7% | $69,733-7.7% |
| Participation rate | 35.3% | 54.3%-19.0pp | 72.8%-37.6pp | 62.5%-27.2pp |
| Annual return | 10.95% | 13.38%-2.4pp | 36.85%-25.9pp | 15.22%-4.3pp |
| Employer contribution / active EE | $595 | $1,177-49.4% | $2,853-79.1% | $2,250-73.5% |
| Participant deferral / active EE | $1,009 | $2,567-60.7% | $4,332-76.7% | $3,054-67.0% |
| Admin fee / account holder | $4,458 | $4,814-7.4% | $14,264-68.7% | $3,102+43.7% |