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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 | $79,368 | $115,225-31.1% | $100,712-21.2% | $138,895-42.9% |
| Participation rate | 28.6% | 74.3%-45.8pp | 69.3%-40.7pp | 79.9%-51.3pp |
| Annual return | 13.28% | 40.35%-27.1pp | 33.27%-20.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $602 | $2,771-78.3% | $2,313-74.0% | $4,194-85.6% |
| Participant deferral / active EE | $1,143 | $4,699-75.7% | $4,085-72.0% | $6,396-82.1% |
| Admin fee / account holder | $568 | $10,844-94.8% | $9,256-93.9% | $12,562-95.5% |