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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 | $65,503 | $135,905-51.8% | $126,068-48.0% | $198,609-67.0% |
| Participation rate | 26.7% | 85.6%-59.0pp | 84.7%-58.0pp | 82.4%-55.7pp |
| Annual return | 17.92% | 14.07%+3.9pp | 15.01%+2.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $3,807 | $4,245-10.3% | $3,968-4.1% | $5,055-24.7% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $311 | $21,036-98.5% | $18,264-98.3% | $19,030-98.4% |