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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 | $63,736 | $114,712-44.4% | $173,730-63.3% | $87,485-27.1% |
| Participation rate | 57.6% | 73.0%-15.4pp | 79.6%-22.0pp | 68.9%-11.4pp |
| Annual return | 13.65% | 20.18%-6.5pp | 19.96%-6.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,174 | $2,904-59.6% | $4,577-74.3% | $2,596-54.8% |
| Participant deferral / active EE | $1,623 | $4,642-65.0% | $6,326-74.4% | $4,274-62.0% |
| Admin fee / account holder | $4,070 | $10,210-60.1% | $17,523-76.8% | $7,775-47.7% |