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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 | $83,149 | $105,284-21.0% | $150,734-44.8% | $94,015-11.6% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.4%-18.4pp | 70.8%-10.8pp |
| Annual return | 18.14% | 15.67%+2.5pp | 600.81%-582.7pp | 17.84%+0.3pp |
| Employer contribution / active EE | $1,246 | $3,599-65.4% | $4,918-74.7% | $2,790-55.3% |
| Participant deferral / active EE | $1,647 | $4,274-61.5% | $5,610-70.6% | $4,249-61.2% |
| Admin fee / account holder | $2,271 | $9,839-76.9% | $14,905-84.8% | $8,951-74.6% |