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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 | $81,334-26.1% | $113,397-47.0% | $64,097-6.2% |
| Participation rate | 16.8% | 65.6%-48.9pp | 76.5%-59.7pp | 55.2%-38.4pp |
| Annual return | 18.06% | 32.50%-14.4pp | 23.20%-5.1pp | 34.64%-16.6pp |
| Employer contribution / active EE | $709 | $2,077-65.9% | $2,977-76.2% | $1,891-62.5% |
| Participant deferral / active EE | $1,083 | $3,795-71.5% | $5,076-78.7% | $3,080-64.8% |
| Admin fee / account holder | $3,479 | $4,208-17.3% | $11,957-70.9% | $3,454+0.7% |