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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 | $131,015 | $115,931+13.0% | $185,441-29.3% | $86,983+50.6% |
| Participation rate | 35.4% | 73.6%-38.2pp | 80.3%-44.8pp | 69.5%-34.1pp |
| Annual return | 11.52% | 21.47%-9.9pp | 20.16%-8.6pp | 25.83%-14.3pp |
| Employer contribution / active EE | $711 | $2,937-75.8% | $4,672-84.8% | $2,584-72.5% |
| Participant deferral / active EE | $1,884 | $4,551-58.6% | $6,152-69.4% | $4,194-55.1% |
| Admin fee / account holder | $2,638 | $10,687-75.3% | $17,890-85.3% | $7,856-66.4% |