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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 | $95,404-25.5% | $113,397-37.3% | $82,637-14.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 16.51% | 19.08%-2.6pp | 23.20%-6.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,134 | $2,307-50.8% | $2,977-61.9% | $2,552-55.6% |
| Participant deferral / active EE | $1,636 | $4,220-61.2% | $5,076-67.8% | $4,126-60.3% |
| Admin fee / account holder | $11,132 | $9,168+21.4% | $11,957-6.9% | $7,339+51.7% |