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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 | $79,588 | $124,980-36.3% | $108,359-26.6% | $154,746-48.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 10.29% | 45.00%-34.7pp | 36.89%-26.6pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,021 | $2,851-64.2% | $2,399-57.5% | $4,379-76.7% |
| Participant deferral / active EE | $1,177 | $4,743-75.2% | $4,137-71.6% | $6,730-82.5% |
| Admin fee / account holder | $5,039 | $11,502-56.2% | $9,741-48.3% | $14,365-64.9% |