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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 | $63,650 | $65,367-2.6% | $92,915-31.5% | $72,976-12.8% |
| Participation rate | 26.9% | 68.3%-41.4pp | 76.0%-49.1pp | 69.5%-42.6pp |
| Annual return | 19.12% | 42.11%-23.0pp | 109.45%-90.3pp | 81.02%-61.9pp |
| Employer contribution / active EE | $867 | $2,594-66.6% | $3,653-76.3% | $2,440-64.5% |
| Participant deferral / active EE | $1,246 | $3,128-60.2% | $4,238-70.6% | $3,608-65.5% |
| Admin fee / account holder | $6,060 | $4,251+42.5% | $5,796+4.6% | $5,124+18.3% |