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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 | $81,252 | $96,558-15.9% | $80,977+0.3% | $273,972-70.3% |
| Participation rate | 62.5% | 79.1%-16.6pp | 75.8%-13.3pp | 83.0%-20.5pp |
| Annual return | 9.19% | 15.14%-6.0pp | 17.11%-7.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $756 | $4,869-84.5% | $3,715-79.6% | $4,869-84.5% |
| Participant deferral / active EE | $1,248 | $6,598-81.1% | $5,696-78.1% | $5,287-76.4% |
| Admin fee / account holder | $1,117 | $7,493-85.1% | $5,517-79.8% | $10,133-89.0% |