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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 | $123,251 | $109,620+12.4% | $148,496-17.0% | $94,015+31.1% |
| Participation rate | 37.0% | 71.3%-34.2pp | 76.0%-39.0pp | 70.8%-33.8pp |
| Annual return | 15.67% | 17.54%-1.9pp | 12.33%+3.3pp | 17.84%-2.2pp |
| Employer contribution / active EE | $657 | $2,618-74.9% | $3,497-81.2% | $2,790-76.5% |
| Participant deferral / active EE | $866 | $3,831-77.4% | $4,808-82.0% | $4,249-79.6% |
| Admin fee / account holder | $34,482 | $10,050+243.1% | $19,547+76.4% | $8,951+285.2% |