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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 | $117,716 | $71,208+65.3% | $93,681+25.7% | $80,911+45.5% |
| Participation rate | 34.9% | 60.4%-25.5pp | 68.7%-33.8pp | 67.6%-32.8pp |
| Annual return | 10.61% | 11.27%-0.7pp | 133.47%-122.9pp | 35.63%-25.0pp |
| Employer contribution / active EE | $711 | $1,564-54.5% | $2,422-70.6% | $2,756-74.2% |
| Participant deferral / active EE | $1,034 | $4,035-74.4% | $4,415-76.6% | $4,297-75.9% |
| Admin fee / account holder | $1,326 | $6,951-80.9% | $8,290-84.0% | $6,935-80.9% |