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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 | $71,451 | $109,359-34.7% | $162,177-55.9% | $72,975-2.1% |
| Participation rate | 59.7% | 84.3%-24.6pp | 87.6%-27.9pp | 69.5%-9.8pp |
| Annual return | 19.87% | 25.46%-5.6pp | 115.60%-95.7pp | 81.01%-61.1pp |
| Employer contribution / active EE | $2,142 | $3,907-45.2% | $5,613-61.8% | $2,440-12.2% |
| Participant deferral / active EE | $2,272 | $5,481-58.6% | $7,297-68.9% | $3,608-37.0% |
| Admin fee / account holder | $4,031 | $7,972-49.4% | $10,843-62.8% | $5,124-21.3% |