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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 | $89,708 | $56,894+57.7% | $84,753+5.8% | $62,881+42.7% |
| Participation rate | 68.1% | 68.5%-0.5pp | 76.6%-8.5pp | 69.3%-1.2pp |
| Annual return | 6.54% | 6.30%+0.2pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,926 | $2,400+21.9% | $3,574-18.1% | $2,281+28.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,139 | $3,581+15.6% | $5,333-22.4% | $4,296-3.6% |