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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 | $85,975 | $91,559-6.1% | $133,959-35.8% | $79,858+7.7% |
| Participation rate | 39.3% | 73.3%-34.1pp | 79.8%-40.6pp | 69.6%-30.3pp |
| Annual return | 11.72% | 61.85%-50.1pp | 45.09%-33.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $616 | $2,384-74.1% | $3,919-84.3% | $2,471-75.1% |
| Participant deferral / active EE | $1,232 | $3,734-67.0% | $5,047-75.6% | $3,740-67.1% |
| Admin fee / account holder | $10,537 | $6,321+66.7% | $8,928+18.0% | $5,306+98.6% |