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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 | $56,959 | $86,940-34.5% | $102,434-44.4% | $80,935-29.6% |
| Participation rate | 62.2% | 72.4%-10.2pp | 76.5%-14.3pp | 67.7%-5.4pp |
| Annual return | 14.17% | 18.89%-4.7pp | 29.46%-15.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,405 | $2,370+43.7% | $3,023+12.6% | $2,757+23.5% |
| Participant deferral / active EE | $871 | $4,121-78.9% | $5,055-82.8% | $4,299-79.7% |
| Admin fee / account holder | $7,210 | $8,047-10.4% | $9,462-23.8% | $6,924+4.1% |