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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 | $66,746 | $95,404-30.0% | $113,397-41.1% | $82,637-19.2% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 13.15% | 19.08%-5.9pp | 23.20%-10.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,061 | $2,307-54.0% | $2,977-64.4% | $2,552-58.4% |
| Participant deferral / active EE | $1,701 | $4,220-59.7% | $5,076-66.5% | $4,126-58.8% |
| Admin fee / account holder | $12,904 | $9,168+40.7% | $11,957+7.9% | $7,339+75.8% |