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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 | $56,724 | $123,793-54.2% | $177,848-68.1% | $79,856-29.0% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 12.76% | 22.82%-10.1pp | 48.33%-35.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,658 | $4,095-59.5% | $5,919-72.0% | $2,471-32.9% |
| Participant deferral / active EE | $2,392 | $5,956-59.8% | $7,714-69.0% | $3,741-36.1% |
| Admin fee / account holder | $1,853 | $7,243-74.4% | $12,431-85.1% | $5,306-65.1% |