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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 | $78,147 | $76,551+2.1% | $123,894-36.9% | $62,881+24.3% |
| Participation rate | 44.0% | 73.0%-29.0pp | 81.4%-37.4pp | 69.3%-25.3pp |
| Annual return | 7.52% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $576 | $2,882-80.0% | $4,617-87.5% | $2,281-74.7% |
| Participant deferral / active EE | $1,685 | $4,840-65.2% | $5,984-71.8% | $3,203-47.4% |
| Admin fee / account holder | $411 | $4,826-91.5% | $8,357-95.1% | $4,296-90.4% |