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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 | $54,495 | $147,594-63.1% | $121,871-55.3% | $198,609-72.6% |
| Participation rate | 18.2% | 78.0%-59.8pp | 73.2%-55.0pp | 82.4%-64.2pp |
| Annual return | 14.85% | 12.94%+1.9pp | 13.57%+1.3pp | 202.70%-187.8pp |
| Employer contribution / active EE | $870 | $3,007-71.1% | $2,731-68.1% | $5,055-82.8% |
| Participant deferral / active EE | $1,113 | $5,168-78.5% | $4,318-74.2% | $6,977-84.1% |
| Admin fee / account holder | $1,311 | $15,134-91.3% | $11,551-88.7% | $19,030-93.1% |