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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 | $83,730 | $67,894+23.3% | $89,340-6.3% | $82,448+1.6% |
| Participation rate | 36.0% | 64.0%-28.0pp | 69.6%-33.6pp | 68.1%-32.1pp |
| Annual return | 16.44% | 19.21%-2.8pp | 20.57%-4.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $441 | $1,828-75.9% | $2,231-80.2% | $2,551-82.7% |
| Participant deferral / active EE | $957 | $3,072-68.8% | $3,823-75.0% | $4,139-76.9% |
| Admin fee / account holder | $1,625 | $5,723-71.6% | $6,704-75.8% | $7,234-77.5% |