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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 | $65,314 | $83,898-22.2% | $133,346-51.0% | $94,015-30.5% |
| Participation rate | 44.2% | 63.4%-19.1pp | 72.8%-28.6pp | 70.8%-26.6pp |
| Annual return | 12.25% | 16.00%-3.7pp | 36.85%-24.6pp | 17.84%-5.6pp |
| Employer contribution / active EE | $670 | $1,821-63.2% | $2,853-76.5% | $2,790-76.0% |
| Participant deferral / active EE | $1,219 | $3,245-62.4% | $4,332-71.9% | $4,249-71.3% |
| Admin fee / account holder | $1,345 | $7,809-82.8% | $14,264-90.6% | $8,951-85.0% |