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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 | $131,518 | $97,550+34.8% | $120,344+9.3% | $87,485+50.3% |
| Participation rate | 40.2% | 72.8%-32.6pp | 76.7%-36.5pp | 68.9%-28.7pp |
| Annual return | 16.43% | 18.41%-2.0pp | 20.30%-3.9pp | 26.06%-9.6pp |
| Employer contribution / active EE | $977 | $2,291-57.3% | $3,020-67.6% | $2,596-62.4% |
| Participant deferral / active EE | $1,739 | $4,230-58.9% | $5,135-66.1% | $4,274-59.3% |
| Admin fee / account holder | $3,155 | $9,543-66.9% | $12,742-75.2% | $7,775-59.4% |