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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 | $59,861 | $81,446-26.5% | $103,374-42.1% | $80,874-26.0% |
| Participation rate | 30.3% | 66.9%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 15.67% | 25.57%-9.9pp | 24.89%-9.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $861 | $3,107-72.3% | $3,869-77.7% | $2,756-68.8% |
| Participant deferral / active EE | $492 | $3,870-87.3% | $5,058-90.3% | $4,297-88.5% |
| Admin fee / account holder | $2,261 | $6,715-66.3% | $8,394-73.1% | $6,935-67.4% |