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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 | $65,962 | $146,267-54.9% | $197,124-66.5% | $82,448-20.0% |
| Participation rate | 69.0% | 84.0%-15.1pp | 86.7%-17.7pp | 68.1%+0.9pp |
| Annual return | 13.38% | 29.61%-16.2pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,639 | $4,723-65.3% | $6,227-73.7% | $2,551-35.8% |
| Participant deferral / active EE | $3,073 | $7,035-56.3% | $9,135-66.4% | $4,139-25.8% |
| Admin fee / account holder | $412 | $14,422-97.1% | $16,298-97.5% | $7,234-94.3% |