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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 | $71,113 | $77,358-8.1% | $102,184-30.4% | $87,485-18.7% |
| Participation rate | 58.5% | 78.7%-20.1pp | 82.6%-24.1pp | 68.9%-10.4pp |
| Annual return | 17.53% | 41.11%-23.6pp | 31.58%-14.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $836 | $2,562-67.4% | $3,594-76.7% | $2,596-67.8% |
| Participant deferral / active EE | $2,246 | $6,753-66.7% | $8,309-73.0% | $4,274-47.4% |
| Admin fee / account holder | $15,190 | $6,809+123.1% | $11,609+30.8% | $7,775+95.4% |