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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 | $72,747 | $78,520-7.4% | $96,576-24.7% | $82,448-11.8% |
| Participation rate | 59.4% | 77.7%-18.4pp | 81.4%-22.1pp | 68.1%-8.7pp |
| Annual return | 18.39% | 41.30%-22.9pp | 38.47%-20.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,267 | $2,630-51.8% | $3,553-64.3% | $2,551-50.3% |
| Participant deferral / active EE | $2,210 | $6,754-67.3% | $7,956-72.2% | $4,139-46.6% |
| Admin fee / account holder | $6,652 | $13,455-50.6% | $11,381-41.6% | $7,234-8.0% |