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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 | $68,924 | $63,845+8.0% | $81,370-15.3% | $80,959-14.9% |
| Participation rate | 51.4% | 63.9%-12.5pp | 69.5%-18.1pp | 67.7%-16.2pp |
| Annual return | 10.92% | 16.37%-5.4pp | 24.85%-13.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,896 | $1,980+46.3% | $2,464+17.5% | $2,757+5.0% |
| Participant deferral / active EE | $310 | $3,093-90.0% | $3,885-92.0% | $4,300-92.8% |
| Admin fee / account holder | $17,467 | $5,688+207.1% | $5,749+203.8% | $6,925+152.2% |