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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 | $62,301 | $107,421-42.0% | $182,262-65.8% | $94,015-33.7% |
| Participation rate | 64.4% | 77.8%-13.4pp | 84.2%-19.8pp | 70.8%-6.4pp |
| Annual return | 14.00% | 21.32%-7.3pp | 140.60%-126.6pp | 17.84%-3.8pp |
| Employer contribution / active EE | $601 | $3,448-82.6% | $5,046-88.1% | $2,790-78.5% |
| Participant deferral / active EE | $1,819 | $6,558-72.3% | $8,276-78.0% | $4,249-57.2% |
| Admin fee / account holder | $11,323 | $8,692+30.3% | $16,712-32.2% | $8,951+26.5% |