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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 | $81,744 | $153,769-46.8% | $133,975-39.0% | $273,972-70.2% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 5.21% | 36.51%-31.3pp | 29.29%-24.1pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,610 | $6,029-73.3% | $5,211-69.1% | $4,869-66.9% |
| Participant deferral / active EE | $2,184 | $6,958-68.6% | $6,282-65.2% | $5,287-58.7% |
| Admin fee / account holder | $7,155 | $11,765-39.2% | $9,324-23.3% | $10,133-29.4% |