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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 | $71,549 | $74,535-4.0% | $100,712-29.0% | $82,637-13.4% |
| Participation rate | 51.1% | 61.2%-10.1pp | 69.3%-18.2pp | 68.1%-16.9pp |
| Annual return | 13.98% | 18.92%-4.9pp | 33.27%-19.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $647 | $1,503-56.9% | $2,313-72.0% | $2,552-74.7% |
| Participant deferral / active EE | $883 | $3,074-71.3% | $4,085-78.4% | $4,126-78.6% |
| Admin fee / account holder | $4,960 | $6,576-24.6% | $9,256-46.4% | $7,339-32.4% |