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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 | $59,645 | $146,267-59.2% | $197,124-69.7% | $82,448-27.7% |
| Participation rate | 55.2% | 84.0%-28.8pp | 86.7%-31.5pp | 68.1%-12.8pp |
| Annual return | 24.84% | 29.61%-4.8pp | 44.34%-19.5pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,998 | $4,723-57.7% | $6,227-67.9% | $2,551-21.7% |
| Participant deferral / active EE | $2,532 | $7,035-64.0% | $9,135-72.3% | $4,139-38.8% |
| Admin fee / account holder | $10,880 | $14,422-24.6% | $16,298-33.2% | $7,234+50.4% |