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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 | $65,428 | $77,460-15.5% | $100,378-34.8% | $80,925-19.2% |
| Participation rate | 61.3% | 76.9%-15.7pp | 81.5%-20.2pp | 67.7%-6.4pp |
| Annual return | 12.63% | 37.24%-24.6pp | 49.41%-36.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,236 | $2,801-55.9% | $3,942-68.6% | $2,756-55.2% |
| Participant deferral / active EE | $2,375 | $6,818-65.2% | $8,087-70.6% | $4,299-44.8% |
| Admin fee / account holder | $2,860 | $5,887-51.4% | $7,899-63.8% | $6,940-58.8% |