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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 | $58,818 | $254,759-76.9% | $216,567-72.8% | $198,609-70.4% |
| Participation rate | 57.1% | 84.5%-27.4pp | 81.6%-24.5pp | 82.4%-25.2pp |
| Annual return | 13.57% | 10.04%+3.5pp | 12.94%+0.6pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,458 | $6,096-76.1% | $5,216-72.0% | $5,055-71.2% |
| Participant deferral / active EE | $2,008 | $6,948-71.1% | $6,191-67.6% | $6,977-71.2% |
| Admin fee / account holder | $655 | $26,311-97.5% | $21,981-97.0% | $19,030-96.6% |