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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 | $80,100 | $56,287+42.3% | $80,977-1.1% | $62,881+27.4% |
| Participation rate | 43.9% | 68.9%-25.0pp | 75.8%-31.9pp | 69.3%-25.4pp |
| Annual return | 6.30% | 22.13%-15.8pp | 17.11%-10.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,645 | $1,943-15.3% | $3,715-55.7% | $2,281-27.9% |
| Participant deferral / active EE | $1,007 | $4,196-76.0% | $5,696-82.3% | $3,203-68.6% |
| Admin fee / account holder | $1,325 | $3,742-64.6% | $5,517-76.0% | $4,296-69.2% |