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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 | $114,712-40.3% | $173,730-60.6% | $87,485-21.7% |
| Participation rate | 24.7% | 73.0%-48.3pp | 79.6%-54.9pp | 68.9%-44.3pp |
| Annual return | 17.87% | 20.18%-2.3pp | 19.96%-2.1pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,154 | $2,904-60.2% | $4,577-74.8% | $2,596-55.5% |
| Participant deferral / active EE | $1,308 | $4,642-71.8% | $6,326-79.3% | $4,274-69.4% |
| Admin fee / account holder | $1,937 | $10,210-81.0% | $17,523-88.9% | $7,775-75.1% |