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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 | $79,698 | $78,976+0.9% | $100,383-20.6% | $74,546+6.9% |
| Participation rate | 61.0% | 79.5%-18.5pp | 81.5%-20.5pp | 67.2%-6.2pp |
| Annual return | 23.24% | 20.62%+2.6pp | 49.26%-26.0pp | 1366.03%-1342.8pp |
| Employer contribution / active EE | $2,064 | $3,019-31.6% | $3,944-47.7% | $2,624-21.4% |
| Participant deferral / active EE | $3,598 | $7,758-53.6% | $8,086-55.5% | $4,347-17.2% |
| Admin fee / account holder | $1,759 | $1,330+32.3% | $7,900-77.7% | $1,944-9.5% |