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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 | $79,735 | $138,393-42.4% | $184,256-56.7% | $80,959-1.5% |
| Participation rate | 64.4% | 83.9%-19.5pp | 86.8%-22.4pp | 67.7%-3.2pp |
| Annual return | 33.63% | 20.01%+13.6pp | 28.85%+4.8pp | 35.67%-2.0pp |
| Employer contribution / active EE | $1,605 | $4,847-66.9% | $6,427-75.0% | $2,757-41.8% |
| Participant deferral / active EE | $2,816 | $7,076-60.2% | $9,133-69.2% | $4,300-34.5% |
| Admin fee / account holder | $1,423 | $10,489-86.4% | $13,899-89.8% | $6,925-79.5% |