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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 | $72,471-8.7% | $94,215-29.8% | $86,983-24.0% |
| Participation rate | 35.7% | 63.9%-28.1pp | 70.0%-34.2pp | 69.5%-33.8pp |
| Annual return | 14.25% | 26.44%-12.2pp | 28.22%-14.0pp | 25.83%-11.6pp |
| Employer contribution / active EE | $750 | $1,936-61.3% | $2,675-72.0% | $2,584-71.0% |
| Participant deferral / active EE | $820 | $3,397-75.9% | $4,276-80.8% | $4,194-80.5% |
| Admin fee / account holder | $1,370 | $6,468-78.8% | $10,216-86.6% | $7,856-82.6% |