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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 | $65,032 | $72,027-9.7% | $185,861-65.0% | $79,856-18.6% |
| Participation rate | 61.3% | 65.8%-4.5pp | 78.0%-16.8pp | 69.6%-8.4pp |
| Annual return | 21.13% | 23.13%-2.0pp | 35.96%-14.8pp | 31.71%-10.6pp |
| Employer contribution / active EE | $516 | $1,965-73.7% | $4,088-87.4% | $2,471-79.1% |
| Participant deferral / active EE | $1,116 | $3,780-70.5% | $5,634-80.2% | $3,741-70.2% |
| Admin fee / account holder | $637 | $4,513-85.9% | $9,503-93.3% | $5,306-88.0% |