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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 | $103,362 | $76,367+35.3% | $93,614+10.4% | $72,983+41.6% |
| Participation rate | 48.0% | 71.7%-23.7pp | 75.8%-27.8pp | 69.5%-21.5pp |
| Annual return | 22.03% | 25.82%-3.8pp | 32.76%-10.7pp | 81.01%-59.0pp |
| Employer contribution / active EE | $607 | $2,275-73.3% | $2,718-77.7% | $2,440-75.1% |
| Participant deferral / active EE | $964 | $3,538-72.8% | $4,069-76.3% | $3,608-73.3% |
| Admin fee / account holder | $8,634 | $6,838+26.3% | $7,889+9.4% | $5,124+68.5% |