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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 | $120,731 | $93,598+29.0% | $135,974-11.2% | $75,173+60.6% |
| Participation rate | 49.1% | 75.2%-26.1pp | 81.9%-32.8pp | 67.2%-18.1pp |
| Annual return | 15.21% | 30.89%-15.7pp | 68.30%-53.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $904 | $3,538-74.5% | $4,859-81.4% | $2,671-66.2% |
| Participant deferral / active EE | $2,078 | $6,405-67.6% | $7,760-73.2% | $4,126-49.6% |
| Admin fee / account holder | $438 | $6,978-93.7% | $10,767-95.9% | $5,651-92.2% |