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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 | $112,736 | $86,938+29.7% | $102,423+10.1% | $80,925+39.3% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.4pp | 67.7%-19.5pp |
| Annual return | 12.72% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $875 | $2,369-63.1% | $3,023-71.1% | $2,756-68.3% |
| Participant deferral / active EE | $1,751 | $4,120-57.5% | $5,054-65.4% | $4,299-59.3% |
| Admin fee / account holder | $4,174 | $8,053-48.2% | $9,455-55.9% | $6,940-39.9% |