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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 | $108,167 | $101,798+6.3% | $165,071-34.5% | $80,935+33.6% |
| Participation rate | 63.0% | 71.8%-8.8pp | 78.6%-15.6pp | 67.7%-4.6pp |
| Annual return | 12.58% | 16.73%-4.1pp | 70.17%-57.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,829 | $2,954-38.1% | $4,347-57.9% | $2,757-33.6% |
| Participant deferral / active EE | $1,577 | $4,476-64.8% | $6,035-73.9% | $4,299-63.3% |
| Admin fee / account holder | $6,391 | $8,221-22.3% | $12,695-49.7% | $6,924-7.7% |