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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 | $82,578 | $80,781+2.2% | $102,437-19.4% | $74,478+10.9% |
| Participation rate | 29.7% | 65.7%-35.9pp | 74.5%-44.8pp | 67.2%-37.5pp |
| Annual return | 13.36% | 27.58%-14.2pp | 24.95%-11.6pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $821 | $3,160-74.0% | $3,871-78.8% | $2,626-68.8% |
| Participant deferral / active EE | $1,637 | $3,862-57.6% | $5,060-67.6% | $4,350-62.4% |
| Admin fee / account holder | $1,846 | $2,372-22.2% | $8,388-78.0% | $1,946-5.1% |