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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 | $97,550-27.1% | $120,344-40.9% | $87,485-18.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 16.51% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,134 | $2,291-50.5% | $3,020-62.4% | $2,596-56.3% |
| Participant deferral / active EE | $1,636 | $4,230-61.3% | $5,135-68.1% | $4,274-61.7% |
| Admin fee / account holder | $11,132 | $9,543+16.7% | $12,742-12.6% | $7,775+43.2% |