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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 | $68,326 | $128,603-46.9% | $197,124-65.3% | $67,986+0.5% |
| Participation rate | 61.8% | 81.7%-19.9pp | 86.7%-24.9pp | 57.2%+4.6pp |
| Annual return | 16.12% | 23.77%-7.7pp | 44.34%-28.2pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,847 | $4,379-57.8% | $6,227-70.3% | $2,019-8.5% |
| Participant deferral / active EE | $2,582 | $6,840-62.2% | $9,135-71.7% | $3,358-23.1% |
| Admin fee / account holder | $2,768 | $3,035-8.8% | $16,298-83.0% | $3,203-13.6% |