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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 | $109,328 | $73,787+48.2% | $98,716+10.8% | $82,448+32.6% |
| Participation rate | 31.1% | 61.4%-30.3pp | 69.3%-38.2pp | 68.1%-37.0pp |
| Annual return | 16.00% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $440 | $1,511-70.9% | $2,279-80.7% | $2,551-82.7% |
| Participant deferral / active EE | $1,045 | $3,081-66.1% | $4,048-74.2% | $4,139-74.8% |
| Admin fee / account holder | $3,297 | $6,500-49.3% | $8,703-62.1% | $7,234-54.4% |