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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 | $77,814-18.1% | $158,223-59.7% | $86,983-26.7% |
| Participation rate | 15.4% | 68.4%-53.0pp | 79.2%-63.8pp | 69.5%-54.2pp |
| Annual return | 17.09% | 30.54%-13.4pp | 52.09%-35.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $342 | $2,592-86.8% | $4,109-91.7% | $2,584-86.8% |
| Participant deferral / active EE | $619 | $3,270-81.1% | $5,467-88.7% | $4,194-85.2% |
| Admin fee / account holder | $468 | $5,879-92.0% | $16,047-97.1% | $7,856-94.0% |