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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 | $85,862 | $71,353+20.3% | $92,805-7.5% | $86,983-1.3% |
| Participation rate | 60.7% | 80.9%-20.2pp | 83.5%-22.8pp | 69.5%-8.8pp |
| Annual return | 17.04% | 44.68%-27.6pp | 31.59%-14.5pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,294 | $2,468-47.6% | $3,424-62.2% | $2,584-49.9% |
| Participant deferral / active EE | $2,066 | $6,966-70.3% | $8,448-75.5% | $4,194-50.7% |
| Admin fee / account holder | $2,410 | $6,099-60.5% | $10,911-77.9% | $7,856-69.3% |