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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 | $114,712-34.9% | $173,730-57.0% | $87,485-14.6% |
| Participation rate | 55.6% | 73.0%-17.4pp | 79.6%-24.0pp | 68.9%-13.4pp |
| Annual return | 24.00% | 20.18%+3.8pp | 19.96%+4.0pp | 26.06%-2.1pp |
| Employer contribution / active EE | $1,309 | $2,904-54.9% | $4,577-71.4% | $2,596-49.6% |
| Participant deferral / active EE | $1,910 | $4,642-58.9% | $6,326-69.8% | $4,274-55.3% |
| Admin fee / account holder | $1,119 | $10,210-89.0% | $17,523-93.6% | $7,775-85.6% |