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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 | $71,852 | $106,864-32.8% | $147,318-51.2% | $82,637-13.1% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.1%-20.0pp | 68.1%-6.0pp |
| Annual return | 19.22% | 27.49%-8.3pp | 70.43%-51.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,545 | $3,417-54.8% | $4,593-66.4% | $2,552-39.5% |
| Participant deferral / active EE | $1,926 | $6,496-70.4% | $7,906-75.6% | $4,126-53.3% |
| Admin fee / account holder | $2,922 | $8,415-65.3% | $13,708-78.7% | $7,339-60.2% |