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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 | $69,564 | $101,795-31.7% | $165,100-57.9% | $80,959-14.1% |
| Participation rate | 56.9% | 71.8%-15.0pp | 78.6%-21.8pp | 67.7%-10.8pp |
| Annual return | 11.04% | 16.73%-5.7pp | 70.21%-59.2pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,072 | $2,954-63.7% | $4,348-75.3% | $2,757-61.1% |
| Participant deferral / active EE | $1,909 | $4,476-57.3% | $6,035-68.4% | $4,300-55.6% |
| Admin fee / account holder | $2,221 | $8,221-73.0% | $12,696-82.5% | $6,925-67.9% |