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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 | $64,376 | $109,359-41.1% | $162,177-60.3% | $72,975-11.8% |
| Participation rate | 68.6% | 84.3%-15.6pp | 87.6%-18.9pp | 69.5%-0.9pp |
| Annual return | 18.08% | 25.46%-7.4pp | 115.60%-97.5pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,728 | $3,907-55.8% | $5,613-69.2% | $2,440-29.2% |
| Participant deferral / active EE | $2,359 | $5,481-57.0% | $7,297-67.7% | $3,608-34.6% |
| Admin fee / account holder | $3,177 | $7,972-60.1% | $10,843-70.7% | $5,124-38.0% |