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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 | $81,504-13.2% | $102,437-30.9% | $80,959-12.6% |
| Participation rate | 62.5% | 66.9%-4.4pp | 74.5%-12.0pp | 67.7%-5.2pp |
| Annual return | 21.01% | 25.60%-4.6pp | 24.95%-3.9pp | 35.67%-14.7pp |
| Employer contribution / active EE | $6,319 | $3,104+103.6% | $3,871+63.3% | $2,757+129.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,359 | $6,719-50.0% | $8,388-60.0% | $6,925-51.5% |