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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 | $54,745 | $146,267-62.6% | $197,124-72.2% | $82,448-33.6% |
| Participation rate | 61.0% | 84.0%-23.0pp | 86.7%-25.7pp | 68.1%-7.1pp |
| Annual return | 15.23% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,661 | $4,723-64.8% | $6,227-73.3% | $2,551-34.9% |
| Participant deferral / active EE | $2,285 | $7,035-67.5% | $9,135-75.0% | $4,139-44.8% |
| Admin fee / account holder | $8,207 | $14,422-43.1% | $16,298-49.6% | $7,234+13.4% |