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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 | $86,938+28.4% | $102,423+9.0% | $80,925+37.9% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.1pp | 67.7%-23.2pp |
| Annual return | 15.34% | 18.89%-3.5pp | 29.42%-14.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $872 | $2,369-63.2% | $3,023-71.1% | $2,756-68.3% |
| Participant deferral / active EE | $1,389 | $4,120-66.3% | $5,054-72.5% | $4,299-67.7% |
| Admin fee / account holder | $6,848 | $8,053-15.0% | $9,455-27.6% | $6,940-1.3% |