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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 | $78,364 | $149,446-47.6% | $256,809-69.5% | $94,015-16.6% |
| Participation rate | 66.0% | 85.3%-19.3pp | 88.5%-22.6pp | 70.8%-4.9pp |
| Annual return | 12.65% | 17.55%-4.9pp | 32.73%-20.1pp | 17.84%-5.2pp |
| Employer contribution / active EE | $1,439 | $4,596-68.7% | $7,263-80.2% | $2,790-48.4% |
| Participant deferral / active EE | $3,059 | $6,491-52.9% | $9,520-67.9% | $4,249-28.0% |
| Admin fee / account holder | $2,216 | $24,035-90.8% | $25,146-91.2% | $8,951-75.2% |