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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 | $106,934 | $76,551+39.7% | $123,894-13.7% | $62,881+70.1% |
| Participation rate | 30.7% | 73.0%-42.3pp | 81.4%-50.7pp | 69.3%-38.6pp |
| Annual return | 10.76% | 18.68%-7.9pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $699 | $2,882-75.7% | $4,617-84.9% | $2,281-69.3% |
| Participant deferral / active EE | $1,938 | $4,840-60.0% | $5,984-67.6% | $3,203-39.5% |
| Admin fee / account holder | $1,671 | $4,826-65.4% | $8,357-80.0% | $4,296-61.1% |