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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 | $86,252 | $254,759-66.1% | $216,567-60.2% | $198,609-56.6% |
| Participation rate | 69.6% | 84.5%-15.0pp | 81.6%-12.1pp | 82.4%-12.8pp |
| Annual return | 5.75% | 10.04%-4.3pp | 12.94%-7.2pp | 202.70%-197.0pp |
| Employer contribution / active EE | $1,476 | $6,096-75.8% | $5,216-71.7% | $5,055-70.8% |
| Participant deferral / active EE | $2,532 | $6,948-63.6% | $6,191-59.1% | $6,977-63.7% |
| Admin fee / account holder | $10,854 | $26,311-58.7% | $21,981-50.6% | $19,030-43.0% |