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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 | $74,535+17.0% | $100,712-13.4% | $82,637+5.6% |
| Participation rate | 45.0% | 61.2%-16.2pp | 69.3%-24.3pp | 68.1%-23.1pp |
| Annual return | 18.54% | 18.92%-0.4pp | 33.27%-14.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $456 | $1,503-69.7% | $2,313-80.3% | $2,552-82.1% |
| Participant deferral / active EE | $1,143 | $3,074-62.8% | $4,085-72.0% | $4,126-72.3% |
| Admin fee / account holder | $724 | $6,576-89.0% | $9,256-92.2% | $7,339-90.1% |