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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 | $87,602 | $67,602+29.6% | $82,312+6.4% | $70,126+24.9% |
| Participation rate | 11.5% | 72.8%-61.2pp | 76.9%-65.4pp | 69.5%-58.0pp |
| Annual return | 13.86% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $464 | $1,755-73.6% | $2,428-80.9% | $2,343-80.2% |
| Participant deferral / active EE | $1,200 | $2,987-59.8% | $3,706-67.6% | $3,332-64.0% |
| Admin fee / account holder | $1,014 | $4,512-77.5% | $5,608-81.9% | $4,645-78.2% |