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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 | $77,574-7.8% | $108,753-34.2% | $86,983-17.7% |
| Participation rate | 51.1% | 62.3%-11.2pp | 71.1%-20.0pp | 69.5%-18.4pp |
| Annual return | 13.98% | 18.42%-4.4pp | 37.47%-23.5pp | 25.83%-11.9pp |
| Employer contribution / active EE | $647 | $1,611-59.8% | $2,427-73.3% | $2,584-75.0% |
| Participant deferral / active EE | $883 | $3,128-71.8% | $4,115-78.5% | $4,194-78.9% |
| Admin fee / account holder | $4,960 | $6,529-24.0% | $10,320-51.9% | $7,856-36.9% |