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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 | $64,414 | $100,194-35.7% | $122,979-47.6% | $86,983-25.9% |
| Participation rate | 62.7% | 73.0%-10.3pp | 77.2%-14.5pp | 69.5%-6.9pp |
| Annual return | 17.86% | 16.47%+1.4pp | 20.12%-2.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $626 | $2,326-73.1% | $3,062-79.6% | $2,584-75.8% |
| Participant deferral / active EE | $1,865 | $4,133-54.9% | $5,003-62.7% | $4,194-55.5% |
| Admin fee / account holder | $2,481 | $10,148-75.6% | $12,864-80.7% | $7,856-68.4% |