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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 | $98,513 | $76,551+28.7% | $123,894-20.5% | $62,881+56.7% |
| Participation rate | 64.9% | 73.0%-8.0pp | 81.4%-16.5pp | 69.3%-4.4pp |
| Annual return | 6.59% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $5,821 | $2,882+102.0% | $4,617+26.1% | $2,281+155.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,006 | $4,826+45.2% | $8,357-16.2% | $4,296+63.1% |