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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 | $81,504-26.6% | $102,437-41.6% | $80,959-26.1% |
| Participation rate | 30.3% | 66.9%-36.5pp | 74.5%-44.2pp | 67.7%-37.4pp |
| Annual return | 15.67% | 25.60%-9.9pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $861 | $3,104-72.3% | $3,871-77.8% | $2,757-68.8% |
| Participant deferral / active EE | $492 | $3,871-87.3% | $5,060-90.3% | $4,300-88.6% |
| Admin fee / account holder | $2,261 | $6,719-66.4% | $8,388-73.1% | $6,925-67.4% |