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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 | $106,749-31.4% | $145,433-49.6% | $82,448-11.2% |
| Participation rate | 41.4% | 75.6%-34.3pp | 82.1%-40.7pp | 68.1%-26.7pp |
| Annual return | 15.62% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,183 | $3,444-65.6% | $4,554-74.0% | $2,551-53.6% |
| Participant deferral / active EE | $1,928 | $6,519-70.4% | $7,897-75.6% | $4,139-53.4% |
| Admin fee / account holder | $13,411 | $8,390+59.8% | $13,129+2.1% | $7,234+85.4% |