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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 | $68,473 | $108,825-37.1% | $156,181-56.2% | $82,448-16.9% |
| Participation rate | 24.7% | 72.4%-47.7pp | 78.8%-54.2pp | 68.1%-43.4pp |
| Annual return | 17.87% | 20.59%-2.7pp | 64.87%-47.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,154 | $2,870-59.8% | $4,294-73.1% | $2,551-54.7% |
| Participant deferral / active EE | $1,308 | $4,577-71.4% | $6,132-78.7% | $4,139-68.4% |
| Admin fee / account holder | $1,937 | $9,341-79.3% | $14,586-86.7% | $7,234-73.2% |