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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 | $74,926 | $108,825-31.2% | $156,181-52.0% | $82,448-9.1% |
| Participation rate | 41.3% | 72.4%-31.1pp | 78.8%-37.6pp | 68.1%-26.8pp |
| Annual return | 13.10% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,076 | $2,870-62.5% | $4,294-74.9% | $2,551-57.8% |
| Participant deferral / active EE | $1,333 | $4,577-70.9% | $6,132-78.3% | $4,139-67.8% |
| Admin fee / account holder | $2,267 | $9,341-75.7% | $14,586-84.5% | $7,234-68.7% |