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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 | $60,124 | $85,515-29.7% | $112,040-46.3% | $67,986-11.6% |
| Participation rate | 16.8% | 68.2%-51.4pp | 76.5%-59.7pp | 57.2%-40.4pp |
| Annual return | 18.06% | 29.68%-11.6pp | 24.52%-6.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $709 | $2,191-67.7% | $2,954-76.0% | $2,019-64.9% |
| Participant deferral / active EE | $1,083 | $4,014-73.0% | $5,098-78.7% | $3,358-67.7% |
| Admin fee / account holder | $3,479 | $3,774-7.8% | $12,098-71.2% | $3,203+8.6% |