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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 | $81,487-26.5% | $102,412-41.5% | $80,935-26.0% |
| Participation rate | 30.3% | 66.8%-36.5pp | 74.5%-44.2pp | 67.7%-37.4pp |
| Annual return | 15.67% | 25.60%-9.9pp | 24.94%-9.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $861 | $3,103-72.2% | $3,870-77.7% | $2,757-68.8% |
| Participant deferral / active EE | $492 | $3,871-87.3% | $5,060-90.3% | $4,299-88.6% |
| Admin fee / account holder | $2,261 | $6,717-66.3% | $8,388-73.0% | $6,924-67.4% |