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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 | $102,480 | $107,666-4.8% | $102,184+0.3% | $154,746-33.8% |
| Participation rate | 28.6% | 83.7%-55.1pp | 82.6%-54.0pp | 80.7%-52.1pp |
| Annual return | 12.34% | 29.33%-17.0pp | 31.58%-19.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $713 | $3,846-81.5% | $3,594-80.2% | $4,379-83.7% |
| Participant deferral / active EE | $1,114 | $8,719-87.2% | $8,309-86.6% | $6,730-83.5% |
| Admin fee / account holder | $1,495 | $12,943-88.4% | $11,609-87.1% | $14,365-89.6% |