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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 | $111,604 | $86,949+28.4% | $102,460+8.9% | $80,959+37.9% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.1pp | 67.7%-23.2pp |
| Annual return | 15.34% | 18.89%-3.6pp | 29.47%-14.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $872 | $2,370-63.2% | $3,025-71.2% | $2,757-68.4% |
| Participant deferral / active EE | $1,389 | $4,121-66.3% | $5,056-72.5% | $4,300-67.7% |
| Admin fee / account holder | $6,848 | $8,048-14.9% | $9,460-27.6% | $6,925-1.1% |