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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 | $51,843 | $80,983-36.0% | $96,544-46.3% | $75,177-31.0% |
| Participation rate | 63.5% | 71.8%-8.3pp | 76.0%-12.5pp | 67.2%-3.7pp |
| Annual return | 14.92% | 27.05%-12.1pp | 25.88%-11.0pp | 160.75%-145.8pp |
| Employer contribution / active EE | $2,760 | $2,282+20.9% | $2,966-7.0% | $2,671+3.3% |
| Participant deferral / active EE | $943 | $3,929-76.0% | $4,851-80.6% | $4,126-77.1% |
| Admin fee / account holder | $5,326 | $6,717-20.7% | $8,254-35.5% | $5,651-5.7% |