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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 | $74,720 | $108,825-31.3% | $156,181-52.2% | $82,448-9.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 78.8%-23.3pp | 68.1%-12.5pp |
| Annual return | 24.00% | 20.59%+3.4pp | 64.87%-40.9pp | 41.64%-17.6pp |
| Employer contribution / active EE | $1,309 | $2,870-54.4% | $4,294-69.5% | $2,551-48.7% |
| Participant deferral / active EE | $1,910 | $4,577-58.3% | $6,132-68.9% | $4,139-53.9% |
| Admin fee / account holder | $1,119 | $9,341-88.0% | $14,586-92.3% | $7,234-84.5% |