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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 | $93,345-10.9% | $119,126-30.2% | $87,485-5.0% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 18.14% | 19.08%-0.9pp | 282.11%-264.0pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,246 | $3,172-60.7% | $4,034-69.1% | $2,596-52.0% |
| Participant deferral / active EE | $1,647 | $4,099-59.8% | $5,318-69.0% | $4,274-61.5% |
| Admin fee / account holder | $2,271 | $8,039-71.8% | $10,693-78.8% | $7,775-70.8% |