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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 | $67,098 | $86,919-22.8% | $102,457-34.5% | $80,911-17.1% |
| Participation rate | 24.1% | 72.4%-48.2pp | 76.5%-52.4pp | 67.6%-43.5pp |
| Annual return | 11.30% | 18.90%-7.6pp | 29.41%-18.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $733 | $2,368-69.0% | $3,022-75.7% | $2,756-73.4% |
| Participant deferral / active EE | $997 | $4,119-75.8% | $5,054-80.3% | $4,297-76.8% |
| Admin fee / account holder | $25,170 | $8,049+212.7% | $9,451+166.3% | $6,935+263.0% |