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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 | $72,387 | $72,492-0.1% | $87,102-16.9% | $72,983-0.8% |
| Participation rate | 54.9% | 72.8%-17.9pp | 76.9%-22.0pp | 69.5%-14.6pp |
| Annual return | 21.32% | 24.46%-3.1pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $505 | $1,894-73.3% | $2,521-80.0% | $2,440-79.3% |
| Participant deferral / active EE | $1,390 | $3,270-57.5% | $4,048-65.7% | $3,608-61.5% |
| Admin fee / account holder | $604 | $5,055-88.0% | $7,491-91.9% | $5,124-88.2% |