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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 | $67,254 | $91,559-26.5% | $133,978-49.8% | $79,856-15.8% |
| Participation rate | 51.6% | 73.3%-21.7pp | 79.8%-28.2pp | 69.6%-18.0pp |
| Annual return | 27.94% | 61.85%-33.9pp | 45.10%-17.2pp | 31.71%-3.8pp |
| Employer contribution / active EE | $2,387 | $2,384+0.1% | $3,919-39.1% | $2,471-3.4% |
| Participant deferral / active EE | $584 | $3,734-84.4% | $5,047-88.4% | $3,741-84.4% |
| Admin fee / account holder | $527 | $6,321-91.7% | $8,930-94.1% | $5,306-90.1% |