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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 | $67,053 | $67,602-0.8% | $82,312-18.5% | $70,126-4.4% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.6pp |
| Annual return | 12.14% | 21.57%-9.4pp | 25.88%-13.7pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,071 | $1,755-39.0% | $2,428-55.9% | $2,343-54.3% |
| Participant deferral / active EE | $1,173 | $2,987-60.7% | $3,706-68.4% | $3,332-64.8% |
| Admin fee / account holder | $5,810 | $4,512+28.8% | $5,608+3.6% | $4,645+25.1% |