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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 | $68,307 | $86,938-21.4% | $102,423-33.3% | $80,925-15.6% |
| Participation rate | 64.4% | 72.4%-7.9pp | 76.5%-12.1pp | 67.7%-3.2pp |
| Annual return | 15.62% | 18.89%-3.3pp | 29.42%-13.8pp | 35.65%-20.0pp |
| Employer contribution / active EE | $2,311 | $2,369-2.5% | $3,023-23.6% | $2,756-16.2% |
| Participant deferral / active EE | $312 | $4,120-92.4% | $5,054-93.8% | $4,299-92.7% |
| Admin fee / account holder | $6,530 | $8,053-18.9% | $9,455-30.9% | $6,940-5.9% |