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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 | $97,743 | $126,661-22.8% | $113,397-13.8% | $138,895-29.6% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 12.81% | 25.05%-12.2pp | 23.20%-10.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $902 | $3,456-73.9% | $2,977-69.7% | $4,194-78.5% |
| Participant deferral / active EE | $1,761 | $5,693-69.1% | $5,076-65.3% | $6,396-72.5% |
| Admin fee / account holder | $1,239 | $14,549-91.5% | $11,957-89.6% | $12,562-90.1% |