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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 | $57,257 | $89,367-35.9% | $141,191-59.4% | $72,975-21.5% |
| Participation rate | 62.0% | 75.1%-13.2pp | 82.5%-20.5pp | 69.5%-7.5pp |
| Annual return | 20.44% | 111.87%-91.4pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $3,003 | $3,115-3.6% | $4,736-36.6% | $2,440+23.1% |
| Participant deferral / active EE | $969 | $5,419-82.1% | $6,710-85.6% | $3,608-73.1% |
| Admin fee / account holder | $4,683 | $5,957-21.4% | $10,264-54.4% | $5,124-8.6% |