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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 | $73,293 | $76,371-4.0% | $93,621-21.7% | $72,975+0.4% |
| Participation rate | 31.5% | 71.8%-40.3pp | 75.8%-44.4pp | 69.5%-38.0pp |
| Annual return | 21.85% | 25.82%-4.0pp | 32.76%-10.9pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,982 | $2,276-12.9% | $2,719-27.1% | $2,440-18.8% |
| Participant deferral / active EE | $1,121 | $3,538-68.3% | $4,070-72.4% | $3,608-68.9% |
| Admin fee / account holder | $1,062 | $6,839-84.5% | $7,890-86.5% | $5,124-79.3% |