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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 | $72,329 | $77,523-6.7% | $100,383-27.9% | $80,874-10.6% |
| Participation rate | 28.3% | 77.0%-48.7pp | 81.5%-53.2pp | 67.6%-39.4pp |
| Annual return | 16.67% | 37.21%-20.5pp | 49.26%-32.6pp | 35.62%-18.9pp |
| Employer contribution / active EE | $3,484 | $2,801+24.4% | $3,944-11.7% | $2,756+26.4% |
| Participant deferral / active EE | $1,388 | $6,822-79.7% | $8,086-82.8% | $4,297-67.7% |
| Admin fee / account holder | $2,057 | $5,899-65.1% | $7,900-74.0% | $6,935-70.3% |