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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 | $77,472-6.6% | $100,415-28.0% | $80,959-10.7% |
| Participation rate | 28.3% | 76.9%-48.7pp | 81.5%-53.3pp | 67.7%-39.4pp |
| Annual return | 16.67% | 37.26%-20.6pp | 49.47%-32.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,484 | $2,800+24.4% | $3,943-11.6% | $2,757+26.4% |
| Participant deferral / active EE | $1,388 | $6,818-79.6% | $8,091-82.8% | $4,300-67.7% |
| Admin fee / account holder | $2,057 | $5,885-65.1% | $7,906-74.0% | $6,925-70.3% |