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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 | $55,592 | $81,504-31.8% | $102,437-45.7% | $80,959-31.3% |
| Participation rate | 64.1% | 66.9%-2.7pp | 74.5%-10.4pp | 67.7%-3.6pp |
| Annual return | 13.79% | 25.60%-11.8pp | 24.95%-11.2pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,650 | $3,104-14.6% | $3,871-31.5% | $2,757-3.9% |
| Participant deferral / active EE | $906 | $3,871-76.6% | $5,060-82.1% | $4,300-78.9% |
| Admin fee / account holder | $9,763 | $6,719+45.3% | $8,388+16.4% | $6,925+41.0% |