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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 | $67,109 | $123,793-45.8% | $177,848-62.3% | $79,856-16.0% |
| Participation rate | 64.9% | 84.7%-19.8pp | 87.7%-22.9pp | 69.6%-4.8pp |
| Annual return | 12.25% | 22.82%-10.6pp | 48.33%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,275 | $4,095-68.9% | $5,919-78.5% | $2,471-48.4% |
| Participant deferral / active EE | $1,664 | $5,956-72.1% | $7,714-78.4% | $3,741-55.5% |
| Admin fee / account holder | $2,244 | $7,243-69.0% | $12,431-82.0% | $5,306-57.7% |