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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 | $122,258-44.1% | $199,883-65.8% | $64,097+6.6% |
| Participation rate | 61.8% | 79.0%-17.2pp | 86.8%-24.9pp | 55.2%+6.6pp |
| Annual return | 16.12% | 24.91%-8.8pp | 43.81%-27.7pp | 34.64%-18.5pp |
| Employer contribution / active EE | $1,847 | $4,242-56.5% | $6,261-70.5% | $1,891-2.4% |
| Participant deferral / active EE | $2,582 | $6,258-58.7% | $9,138-71.7% | $3,080-16.2% |
| Admin fee / account holder | $2,768 | $3,882-28.7% | $17,268-84.0% | $3,454-19.9% |