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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 | $83,395 | $80,985+3.0% | $96,576-13.6% | $75,181+10.9% |
| Participation rate | 24.4% | 71.8%-47.4pp | 76.0%-51.6pp | 67.2%-42.8pp |
| Annual return | 22.11% | 27.05%-4.9pp | 25.87%-3.8pp | 160.69%-138.6pp |
| Employer contribution / active EE | $773 | $2,282-66.1% | $2,965-73.9% | $2,671-71.0% |
| Participant deferral / active EE | $1,744 | $3,929-55.6% | $4,851-64.1% | $4,126-57.7% |
| Admin fee / account holder | $10,096 | $6,719+50.3% | $8,253+22.3% | $5,650+78.7% |