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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 | $50,125 | $81,476-38.5% | $102,383-51.0% | $80,925-38.1% |
| Participation rate | 66.0% | 66.8%-0.8pp | 74.5%-8.5pp | 67.7%-1.6pp |
| Annual return | 16.33% | 25.59%-9.3pp | 24.94%-8.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $940 | $3,105-69.7% | $3,870-75.7% | $2,756-65.9% |
| Participant deferral / active EE | $1,595 | $3,871-58.8% | $5,060-68.5% | $4,299-62.9% |
| Admin fee / account holder | $3,264 | $6,717-51.4% | $8,391-61.1% | $6,940-53.0% |