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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 | $66,134 | $58,627+12.8% | $76,735-13.8% | $82,448-19.8% |
| Participation rate | 35.7% | 63.2%-27.5pp | 69.5%-33.8pp | 68.1%-32.4pp |
| Annual return | 14.25% | 39.10%-24.9pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $750 | $1,729-56.6% | $2,454-69.4% | $2,551-70.6% |
| Participant deferral / active EE | $820 | $3,134-73.8% | $4,088-80.0% | $4,139-80.2% |
| Admin fee / account holder | $1,370 | $5,323-74.3% | $7,189-80.9% | $7,234-81.1% |