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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 | $64,992 | $124,425-47.8% | $112,040-42.0% | $137,256-52.6% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 17.16% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,060 | $3,411-39.6% | $2,954-30.3% | $4,156-50.4% |
| Participant deferral / active EE | $1,296 | $5,718-77.3% | $5,098-74.6% | $6,407-79.8% |
| Admin fee / account holder | $10,318 | $15,207-32.1% | $12,098-14.7% | $12,270-15.9% |