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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 | $86,356 | $91,559-5.7% | $133,978-35.5% | $79,856+8.1% |
| Participation rate | 56.7% | 73.3%-16.7pp | 79.8%-23.2pp | 69.6%-13.0pp |
| Annual return | 11.46% | 61.85%-50.4pp | 45.10%-33.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,218 | $2,384-48.9% | $3,919-68.9% | $2,471-50.7% |
| Participant deferral / active EE | $1,595 | $3,734-57.3% | $5,047-68.4% | $3,741-57.3% |
| Admin fee / account holder | $2,897 | $6,321-54.2% | $8,930-67.6% | $5,306-45.4% |