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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 | $73,250 | $106,864-31.5% | $147,318-50.3% | $82,637-11.4% |
| Participation rate | 41.4% | 75.5%-34.1pp | 82.1%-40.7pp | 68.1%-26.7pp |
| Annual return | 15.62% | 27.49%-11.9pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,183 | $3,417-65.4% | $4,593-74.2% | $2,552-53.6% |
| Participant deferral / active EE | $1,928 | $6,496-70.3% | $7,906-75.6% | $4,126-53.3% |
| Admin fee / account holder | $13,411 | $8,415+59.4% | $13,708-2.2% | $7,339+82.7% |