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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 | $70,554 | $101,778-30.7% | $164,975-57.2% | $80,925-12.8% |
| Participation rate | 29.1% | 71.8%-42.7pp | 78.6%-49.5pp | 67.7%-38.5pp |
| Annual return | 21.47% | 16.73%+4.7pp | 70.12%-48.7pp | 35.65%-14.2pp |
| Employer contribution / active EE | $931 | $2,954-68.5% | $4,343-78.6% | $2,756-66.2% |
| Participant deferral / active EE | $1,304 | $4,477-70.9% | $6,033-78.4% | $4,299-69.7% |
| Admin fee / account holder | $3,047 | $8,221-62.9% | $12,688-76.0% | $6,940-56.1% |