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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 | $75,720+10.6% | $90,312-7.3% | $86,983-3.7% |
| Participation rate | 36.0% | 66.3%-30.3pp | 72.9%-36.9pp | 69.5%-33.5pp |
| Annual return | 16.44% | 18.55%-2.1pp | 18.90%-2.5pp | 25.83%-9.4pp |
| Employer contribution / active EE | $441 | $1,945-77.3% | $2,243-80.3% | $2,584-82.9% |
| Participant deferral / active EE | $957 | $3,001-68.1% | $3,749-74.5% | $4,194-77.2% |
| Admin fee / account holder | $1,625 | $6,201-73.8% | $8,248-80.3% | $7,856-79.3% |