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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 | $69,518 | $93,589-25.7% | $135,942-48.9% | $75,181-7.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 17.42% | 30.90%-13.5pp | 68.28%-50.9pp | 160.69%-143.3pp |
| Employer contribution / active EE | $1,651 | $3,537-53.3% | $4,858-66.0% | $2,671-38.2% |
| Participant deferral / active EE | $2,476 | $6,405-61.3% | $7,759-68.1% | $4,126-40.0% |
| Admin fee / account holder | $6,285 | $6,977-9.9% | $10,764-41.6% | $5,650+11.2% |