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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 | $64,104 | $71,353-10.2% | $92,805-30.9% | $86,983-26.3% |
| Participation rate | 60.0% | 80.9%-20.9pp | 83.5%-23.5pp | 69.5%-9.5pp |
| Annual return | 15.67% | 44.68%-29.0pp | 31.59%-15.9pp | 25.83%-10.2pp |
| Employer contribution / active EE | $205 | $2,468-91.7% | $3,424-94.0% | $2,584-92.1% |
| Participant deferral / active EE | $1,889 | $6,966-72.9% | $8,448-77.6% | $4,194-54.9% |
| Admin fee / account holder | $2,991 | $6,099-51.0% | $10,911-72.6% | $7,856-61.9% |