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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 | $87,232 | $73,787+18.2% | $98,716-11.6% | $82,448+5.8% |
| Participation rate | 45.0% | 61.4%-16.4pp | 69.3%-24.3pp | 68.1%-23.1pp |
| Annual return | 18.54% | 18.57%0pp | 31.81%-13.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $456 | $1,511-69.8% | $2,279-80.0% | $2,551-82.1% |
| Participant deferral / active EE | $1,143 | $3,081-62.9% | $4,048-71.8% | $4,139-72.4% |
| Admin fee / account holder | $724 | $6,500-88.9% | $8,703-91.7% | $7,234-90.0% |