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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 | $114,712-42.5% | $173,730-62.0% | $87,485-24.6% |
| Participation rate | 68.2% | 73.0%-4.8pp | 79.6%-11.4pp | 68.9%-0.7pp |
| Annual return | 12.13% | 20.18%-8.0pp | 19.96%-7.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $1,896 | $2,904-34.7% | $4,577-58.6% | $2,596-27.0% |
| Participant deferral / active EE | $1,602 | $4,642-65.5% | $6,326-74.7% | $4,274-62.5% |
| Admin fee / account holder | $3,025 | $10,210-70.4% | $17,523-82.7% | $7,775-61.1% |