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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 | $77,867 | $58,600+32.9% | $83,327-6.6% | $64,173+21.3% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | 15.36% | 9.66%+5.7pp | 10.64%+4.7pp | 7.63%+7.7pp |
| Employer contribution / active EE | $711 | $2,098-66.1% | $3,379-79.0% | $2,381-70.1% |
| Participant deferral / active EE | $982 | $4,656-78.9% | $5,565-82.4% | $3,470-71.7% |
| Admin fee / account holder | $948 | $9,282-89.8% | $7,540-87.4% | $4,887-80.6% |