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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 | $108,639 | $81,487+33.3% | $102,412+6.1% | $80,935+34.2% |
| Participation rate | 18.9% | 66.8%-48.0pp | 74.5%-55.6pp | 67.7%-48.8pp |
| Annual return | 13.61% | 25.60%-12.0pp | 24.94%-11.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $894 | $3,103-71.2% | $3,870-76.9% | $2,757-67.6% |
| Participant deferral / active EE | $1,263 | $3,871-67.4% | $5,060-75.0% | $4,299-70.6% |
| Admin fee / account holder | $1,500 | $6,717-77.7% | $8,388-82.1% | $6,924-78.3% |