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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 | $77,358-17.1% | $102,184-37.3% | $87,485-26.7% |
| Participation rate | 60.0% | 78.7%-18.7pp | 82.6%-22.6pp | 68.9%-8.9pp |
| Annual return | 15.67% | 41.11%-25.4pp | 31.58%-15.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $205 | $2,562-92.0% | $3,594-94.3% | $2,596-92.1% |
| Participant deferral / active EE | $1,889 | $6,753-72.0% | $8,309-77.3% | $4,274-55.8% |
| Admin fee / account holder | $2,991 | $6,809-56.1% | $11,609-74.2% | $7,775-61.5% |