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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 | $76,830 | $55,457+38.5% | $77,361-0.7% | $94,015-18.3% |
| Participation rate | 66.7% | 69.8%-3.2pp | 75.0%-8.3pp | 70.8%-4.2pp |
| Annual return | 12.05% | 15.57%-3.5pp | 1011.54%-999.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $598 | $2,255-73.5% | $2,990-80.0% | $2,790-78.6% |
| Participant deferral / active EE | $648 | $3,069-78.9% | $3,911-83.4% | $4,249-84.7% |
| Admin fee / account holder | $2,115 | $4,334-51.2% | $5,894-64.1% | $8,951-76.4% |