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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 | $82,836 | $101,950-18.7% | $125,529-34.0% | $86,983-4.8% |
| Participation rate | 33.0% | 70.2%-37.2pp | 74.7%-41.7pp | 69.5%-36.6pp |
| Annual return | 13.81% | 18.29%-4.5pp | 202.56%-188.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $849 | $2,358-64.0% | $3,058-72.2% | $2,584-67.2% |
| Participant deferral / active EE | $1,507 | $3,862-61.0% | $4,813-68.7% | $4,194-64.1% |
| Admin fee / account holder | $3,852 | $12,791-69.9% | $16,298-76.4% | $7,856-51.0% |