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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 | $71,074 | $95,453-25.5% | $112,040-36.6% | $82,448-13.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 16.51% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,134 | $2,318-51.1% | $2,954-61.6% | $2,551-55.5% |
| Participant deferral / active EE | $1,636 | $4,224-61.3% | $5,098-67.9% | $4,139-60.5% |
| Admin fee / account holder | $11,132 | $9,013+23.5% | $12,098-8.0% | $7,234+53.9% |