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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 | $70,744 | $81,446-13.1% | $103,374-31.6% | $80,874-12.5% |
| Participation rate | 62.5% | 66.9%-4.4pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 21.01% | 25.57%-4.6pp | 24.89%-3.9pp | 35.62%-14.6pp |
| Employer contribution / active EE | $6,319 | $3,107+103.4% | $3,869+63.3% | $2,756+129.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,359 | $6,715-50.0% | $8,394-60.0% | $6,935-51.6% |