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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 | $82,597 | $106,524-22.5% | $152,301-45.8% | $87,485-5.6% |
| Participation rate | 17.8% | 75.8%-58.0pp | 82.4%-64.7pp | 68.9%-51.2pp |
| Annual return | 16.98% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $855 | $3,371-74.6% | $4,624-81.5% | $2,596-67.1% |
| Participant deferral / active EE | $2,115 | $6,525-67.6% | $8,004-73.6% | $4,274-50.5% |
| Admin fee / account holder | $12,940 | $8,287+56.1% | $14,398-10.1% | $7,775+66.4% |