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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 | $79,275 | $106,749-25.7% | $145,433-45.5% | $82,448-3.8% |
| Participation rate | 36.4% | 75.6%-39.3pp | 82.1%-45.8pp | 68.1%-31.7pp |
| Annual return | 15.58% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $737 | $3,444-78.6% | $4,554-83.8% | $2,551-71.1% |
| Participant deferral / active EE | $1,784 | $6,519-72.6% | $7,897-77.4% | $4,139-56.9% |
| Admin fee / account holder | $23,174 | $8,390+176.2% | $13,129+76.5% | $7,234+220.3% |