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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 | $76,093 | $58,577+29.9% | $83,323-8.7% | $64,181+18.6% |
| Participation rate | 64.0% | 72.0%-8.0pp | 77.8%-13.8pp | 69.6%-5.6pp |
| Annual return | 6.88% | 9.65%-2.8pp | 10.63%-3.8pp | 7.63%-0.8pp |
| Employer contribution / active EE | $437 | $2,098-79.2% | $3,379-87.1% | $2,381-81.6% |
| Participant deferral / active EE | $1,740 | $4,654-62.6% | $5,565-68.7% | $3,470-49.8% |
| Admin fee / account holder | $17,405 | $9,275+87.6% | $7,539+130.9% | $4,887+256.1% |