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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 | $108,825-41.4% | $156,181-59.2% | $82,448-22.7% |
| Participation rate | 57.6% | 72.4%-14.8pp | 78.8%-21.3pp | 68.1%-10.5pp |
| Annual return | 13.65% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,174 | $2,870-59.1% | $4,294-72.6% | $2,551-54.0% |
| Participant deferral / active EE | $1,623 | $4,577-64.6% | $6,132-73.5% | $4,139-60.8% |
| Admin fee / account holder | $4,070 | $9,341-56.4% | $14,586-72.1% | $7,234-43.7% |