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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 | $108,825-24.4% | $156,181-47.3% | $82,448-0.2% |
| Participation rate | 38.7% | 72.4%-33.7pp | 78.8%-40.1pp | 68.1%-29.4pp |
| Annual return | 16.70% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $857 | $2,870-70.1% | $4,294-80.0% | $2,551-66.4% |
| Participant deferral / active EE | $1,208 | $4,577-73.6% | $6,132-80.3% | $4,139-70.8% |
| Admin fee / account holder | $437 | $9,341-95.3% | $14,586-97.0% | $7,234-94.0% |