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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 | $82,306 | $115,931-29.0% | $185,441-55.6% | $86,983-5.4% |
| Participation rate | 38.7% | 73.6%-34.9pp | 80.3%-41.6pp | 69.5%-30.8pp |
| Annual return | 16.70% | 21.47%-4.8pp | 20.16%-3.5pp | 25.83%-9.1pp |
| Employer contribution / active EE | $857 | $2,937-70.8% | $4,672-81.7% | $2,584-66.8% |
| Participant deferral / active EE | $1,208 | $4,551-73.5% | $6,152-80.4% | $4,194-71.2% |
| Admin fee / account holder | $437 | $10,687-95.9% | $17,890-97.6% | $7,856-94.4% |