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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 | $65,961 | $123,478-46.6% | $216,567-69.5% | $94,015-29.8% |
| Participation rate | 68.2% | 75.1%-6.9pp | 81.6%-13.5pp | 70.8%-2.6pp |
| Annual return | 12.13% | 23.61%-11.5pp | 12.94%-0.8pp | 17.84%-5.7pp |
| Employer contribution / active EE | $1,896 | $3,136-39.5% | $5,216-63.7% | $2,790-32.1% |
| Participant deferral / active EE | $1,602 | $4,556-64.8% | $6,191-74.1% | $4,249-62.3% |
| Admin fee / account holder | $3,025 | $12,753-76.3% | $21,981-86.2% | $8,951-66.2% |