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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 | $123,797 | $100,970+22.6% | $96,576+28.2% | $137,256-9.8% |
| Participation rate | 45.5% | 82.6%-37.2pp | 81.4%-36.0pp | 80.0%-34.5pp |
| Annual return | 17.37% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $939 | $3,809-75.4% | $3,553-73.6% | $4,156-77.4% |
| Participant deferral / active EE | $1,412 | $8,286-83.0% | $7,956-82.3% | $6,407-78.0% |
| Admin fee / account holder | $428 | $11,312-96.2% | $11,381-96.2% | $12,270-96.5% |