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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 | $63,753 | $75,541-15.6% | $152,093-58.1% | $82,637-22.9% |
| Participation rate | 15.4% | 66.5%-51.2pp | 77.8%-62.4pp | 68.1%-52.7pp |
| Annual return | 17.09% | 32.56%-15.5pp | 66.36%-49.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $342 | $2,622-87.0% | $4,175-91.8% | $2,552-86.6% |
| Participant deferral / active EE | $619 | $3,206-80.7% | $5,451-88.7% | $4,126-85.0% |
| Admin fee / account holder | $468 | $6,405-92.7% | $14,497-96.8% | $7,339-93.6% |