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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 | $127,100 | $110,137+15.4% | $161,149-21.1% | $82,637+53.8% |
| Participation rate | 22.2% | 72.4%-50.1pp | 78.8%-56.6pp | 68.1%-45.8pp |
| Annual return | 13.55% | 20.69%-7.1pp | 21.16%-7.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $788 | $2,856-72.4% | $4,360-81.9% | $2,552-69.1% |
| Participant deferral / active EE | $1,122 | $4,575-75.5% | $6,153-81.8% | $4,126-72.8% |
| Admin fee / account holder | $1,839 | $9,467-80.6% | $15,194-87.9% | $7,339-74.9% |