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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 | $142,414 | $114,712+24.1% | $173,730-18.0% | $87,485+62.8% |
| Participation rate | 34.1% | 73.0%-38.9pp | 79.6%-45.5pp | 68.9%-34.8pp |
| Annual return | 15.44% | 20.18%-4.7pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $954 | $2,904-67.1% | $4,577-79.2% | $2,596-63.3% |
| Participant deferral / active EE | $2,049 | $4,642-55.9% | $6,326-67.6% | $4,274-52.1% |
| Admin fee / account holder | $1,366 | $10,210-86.6% | $17,523-92.2% | $7,775-82.4% |