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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 | $106,112 | $95,453+11.2% | $112,040-5.3% | $82,448+28.7% |
| Participation rate | 24.1% | 72.8%-48.7pp | 76.5%-52.4pp | 68.1%-44.0pp |
| Annual return | 18.12% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $725 | $2,318-68.7% | $2,954-75.4% | $2,551-71.6% |
| Participant deferral / active EE | $1,753 | $4,224-58.5% | $5,098-65.6% | $4,139-57.6% |
| Admin fee / account holder | $3,082 | $9,013-65.8% | $12,098-74.5% | $7,234-57.4% |