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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 | $115,586 | $95,453+21.1% | $112,040+3.2% | $82,448+40.2% |
| Participation rate | 38.1% | 72.8%-34.7pp | 76.5%-38.4pp | 68.1%-30.0pp |
| Annual return | 15.74% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $807 | $2,318-65.2% | $2,954-72.7% | $2,551-68.4% |
| Participant deferral / active EE | $1,526 | $4,224-63.9% | $5,098-70.1% | $4,139-63.1% |
| Admin fee / account holder | $940 | $9,013-89.6% | $12,098-92.2% | $7,234-87.0% |