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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 | $82,050 | $76,371+7.4% | $93,621-12.4% | $72,975+12.4% |
| Participation rate | 32.7% | 71.8%-39.1pp | 75.8%-43.1pp | 69.5%-36.8pp |
| Annual return | 20.96% | 25.82%-4.9pp | 32.76%-11.8pp | 81.01%-60.1pp |
| Employer contribution / active EE | $809 | $2,276-64.4% | $2,719-70.2% | $2,440-66.8% |
| Participant deferral / active EE | $1,192 | $3,538-66.3% | $4,070-70.7% | $3,608-66.9% |
| Admin fee / account holder | $1,206 | $6,839-82.4% | $7,890-84.7% | $5,124-76.5% |