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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 | $99,584 | $78,197+27.4% | $98,090+1.5% | $82,637+20.5% |
| Participation rate | 58.6% | 77.5%-18.8pp | 81.5%-22.9pp | 68.1%-9.4pp |
| Annual return | 16.05% | 40.25%-24.2pp | 37.05%-21.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $955 | $2,605-63.3% | $3,606-73.5% | $2,552-62.6% |
| Participant deferral / active EE | $2,261 | $6,636-65.9% | $7,845-71.2% | $4,126-45.2% |
| Admin fee / account holder | $743 | $14,832-95.0% | $11,815-93.7% | $7,339-89.9% |