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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 | $50,766 | $82,028-38.1% | $123,105-58.8% | $59,633-14.9% |
| Participation rate | 67.7% | 83.2%-15.5pp | 86.8%-19.1pp | 68.7%-1.0pp |
| Annual return | 20.16% | 5.12%+15.0pp | 13.22%+6.9pp | 2041.45%-2021.3pp |
| Employer contribution / active EE | $3,976 | $3,297+20.6% | $5,151-22.8% | $2,203+80.5% |
| Participant deferral / active EE | $2,077 | $4,667-55.5% | $6,229-66.7% | $3,192-34.9% |
| Admin fee / account holder | $5,149 | $5,879-12.4% | $9,014-42.9% | $4,297+19.8% |