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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 | $82,094 | $181,896-54.9% | $156,551-47.6% | $273,972-70.0% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 10.47% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,077 | $6,248-66.8% | $5,501-62.2% | $4,869-57.3% |
| Participant deferral / active EE | $1,425 | $5,550-74.3% | $4,871-70.7% | $5,287-73.0% |
| Admin fee / account holder | $832 | $15,560-94.7% | $13,028-93.6% | $10,133-91.8% |