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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 | $75,755 | $72,269+4.8% | $101,271-25.2% | $79,852-5.1% |
| Participation rate | 44.2% | 68.5%-24.3pp | 75.8%-31.6pp | 69.6%-25.5pp |
| Annual return | 21.94% | 22.29%-0.4pp | 46.48%-24.5pp | 31.72%-9.8pp |
| Employer contribution / active EE | $993 | $2,692-63.1% | $3,660-72.9% | $2,471-59.8% |
| Participant deferral / active EE | $1,362 | $3,282-58.5% | $4,371-68.8% | $3,740-63.6% |
| Admin fee / account holder | $3,518 | $4,401-20.1% | $5,948-40.8% | $5,306-33.7% |