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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 | $78,197-7.0% | $98,090-25.8% | $82,637-12.0% |
| Participation rate | 59.4% | 77.5%-18.1pp | 81.5%-22.2pp | 68.1%-8.7pp |
| Annual return | 18.39% | 40.25%-21.9pp | 37.05%-18.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,267 | $2,605-51.3% | $3,606-64.9% | $2,552-50.3% |
| Participant deferral / active EE | $2,210 | $6,636-66.7% | $7,845-71.8% | $4,126-46.4% |
| Admin fee / account holder | $6,652 | $14,832-55.1% | $11,815-43.7% | $7,339-9.4% |