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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 | $66,653 | $78,707-15.3% | $117,861-43.4% | $70,126-5.0% |
| Participation rate | 55.2% | 73.2%-18.0pp | 79.7%-24.5pp | 69.5%-14.4pp |
| Annual return | 19.40% | 23.30%-3.9pp | 335.11%-315.7pp | 73.15%-53.7pp |
| Employer contribution / active EE | $4,649 | $2,223+109.1% | $3,786+22.8% | $2,343+98.5% |
| Participant deferral / active EE | $316 | $3,297-90.4% | $4,482-92.9% | $3,332-90.5% |
| Admin fee / account holder | $10,666 | $5,066+110.6% | $8,021+33.0% | $4,645+129.6% |