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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 | $64,535 | $124,425-48.1% | $112,040-42.4% | $137,256-53.0% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 18.63% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,271 | $3,411-62.7% | $2,954-57.0% | $4,156-69.4% |
| Participant deferral / active EE | $1,273 | $5,718-77.7% | $5,098-75.0% | $6,407-80.1% |
| Admin fee / account holder | $2,781 | $15,207-81.7% | $12,098-77.0% | $12,270-77.3% |