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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 | $71,113 | $71,353-0.3% | $92,805-23.4% | $86,983-18.2% |
| Participation rate | 58.5% | 80.9%-22.3pp | 83.5%-25.0pp | 69.5%-11.0pp |
| Annual return | 17.53% | 44.68%-27.2pp | 31.59%-14.1pp | 25.83%-8.3pp |
| Employer contribution / active EE | $836 | $2,468-66.1% | $3,424-75.6% | $2,584-67.6% |
| Participant deferral / active EE | $2,246 | $6,966-67.8% | $8,448-73.4% | $4,194-46.4% |
| Admin fee / account holder | $15,190 | $6,099+149.0% | $10,911+39.2% | $7,856+93.4% |