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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 | $110,137-25.3% | $161,149-48.9% | $82,637-0.4% |
| Participation rate | 38.7% | 72.4%-33.6pp | 78.8%-40.1pp | 68.1%-29.3pp |
| Annual return | 16.70% | 20.69%-4.0pp | 21.16%-4.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $857 | $2,856-70.0% | $4,360-80.3% | $2,552-66.4% |
| Participant deferral / active EE | $1,208 | $4,575-73.6% | $6,153-80.4% | $4,126-70.7% |
| Admin fee / account holder | $437 | $9,467-95.4% | $15,194-97.1% | $7,339-94.0% |