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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 | $73,033 | $101,795-28.3% | $165,100-55.8% | $80,959-9.8% |
| Participation rate | 53.6% | 71.8%-18.2pp | 78.6%-25.0pp | 67.7%-14.0pp |
| Annual return | 15.87% | 16.73%-0.9pp | 70.21%-54.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,173 | $2,954-60.3% | $4,348-73.0% | $2,757-57.5% |
| Participant deferral / active EE | $1,898 | $4,476-57.6% | $6,035-68.6% | $4,300-55.9% |
| Admin fee / account holder | $702 | $8,221-91.5% | $12,696-94.5% | $6,925-89.9% |