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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 | $78,285 | $76,112+2.9% | $96,544-18.9% | $71,529+9.4% |
| Participation rate | 42.5% | 74.4%-31.9pp | 76.0%-33.5pp | 67.9%-25.5pp |
| Annual return | 17.03% | 22.80%-5.8pp | 25.88%-8.9pp | 28.97%-11.9pp |
| Employer contribution / active EE | $899 | $2,248-60.0% | $2,966-69.7% | $2,590-65.3% |
| Participant deferral / active EE | $1,961 | $4,217-53.5% | $4,851-59.6% | $4,291-54.3% |
| Admin fee / account holder | $3,759 | $2,708+38.8% | $8,254-54.5% | $1,588+136.6% |