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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 | $82,562 | $101,795-18.9% | $165,100-50.0% | $80,959+2.0% |
| Participation rate | 50.8% | 71.8%-21.0pp | 78.6%-27.8pp | 67.7%-16.8pp |
| Annual return | 12.72% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-22.9pp |
| Employer contribution / active EE | $989 | $2,954-66.5% | $4,348-77.3% | $2,757-64.1% |
| Participant deferral / active EE | $1,767 | $4,476-60.5% | $6,035-70.7% | $4,300-58.9% |
| Admin fee / account holder | $1,494 | $8,221-81.8% | $12,696-88.2% | $6,925-78.4% |