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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 | $82,246 | $76,112+8.1% | $96,534-14.8% | $71,511+15.0% |
| Participation rate | 37.1% | 74.4%-37.3pp | 76.0%-38.9pp | 67.9%-30.8pp |
| Annual return | 18.33% | 22.81%-4.5pp | 25.88%-7.5pp | 28.86%-10.5pp |
| Employer contribution / active EE | $800 | $2,248-64.4% | $2,965-73.0% | $2,589-69.1% |
| Participant deferral / active EE | $1,956 | $4,217-53.6% | $4,851-59.7% | $4,291-54.4% |
| Admin fee / account holder | $5,560 | $2,708+105.3% | $8,253-32.6% | $1,588+250.0% |