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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 | $79,843 | $77,814+2.6% | $158,223-49.5% | $86,983-8.2% |
| Participation rate | 33.3% | 68.4%-35.1pp | 79.2%-45.9pp | 69.5%-36.2pp |
| Annual return | 16.20% | 30.54%-14.3pp | 52.09%-35.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,044 | $2,592-21.1% | $4,109-50.2% | $2,584-20.9% |
| Participant deferral / active EE | $802 | $3,270-75.5% | $5,467-85.3% | $4,194-80.9% |
| Admin fee / account holder | $939 | $5,879-84.0% | $16,047-94.1% | $7,856-88.0% |