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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 | $88,142 | $104,098-15.3% | $140,514-37.3% | $94,015-6.2% |
| Participation rate | 51.3% | 73.7%-22.4pp | 77.8%-26.5pp | 70.8%-19.5pp |
| Annual return | 10.81% | 15.14%-4.3pp | 14.36%-3.5pp | 17.84%-7.0pp |
| Employer contribution / active EE | $722 | $2,388-69.8% | $3,378-78.6% | $2,790-74.1% |
| Participant deferral / active EE | $1,366 | $4,033-66.1% | $4,919-72.2% | $4,249-67.8% |
| Admin fee / account holder | $3,494 | $10,439-66.5% | $13,697-74.5% | $8,951-61.0% |