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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 | $102,781 | $115,225-10.8% | $100,712+2.1% | $138,895-26.0% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 16.73% | 40.35%-23.6pp | 33.27%-16.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $621 | $2,771-77.6% | $2,313-73.2% | $4,194-85.2% |
| Participant deferral / active EE | $1,150 | $4,699-75.5% | $4,085-71.9% | $6,396-82.0% |
| Admin fee / account holder | $3,699 | $10,844-65.9% | $9,256-60.0% | $12,562-70.6% |