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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 | $75,779 | $52,911+43.2% | $73,309+3.4% | $59,633+27.1% |
| Participation rate | 41.3% | 68.2%-26.9pp | 74.9%-33.6pp | 68.7%-27.4pp |
| Annual return | 1.99% | 12.20%-10.2pp | 5.67%-3.7pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,470 | $1,909-23.0% | $3,237-54.6% | $2,203-33.3% |
| Participant deferral / active EE | $888 | $4,069-78.2% | $4,991-82.2% | $3,192-72.2% |
| Admin fee / account holder | $1,202 | $3,835-68.6% | $5,635-78.7% | $4,297-72.0% |