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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 | $96,453 | $77,460+24.5% | $100,378-3.9% | $80,925+19.2% |
| Participation rate | 50.0% | 76.9%-26.9pp | 81.5%-31.5pp | 67.7%-17.7pp |
| Annual return | 14.06% | 37.24%-23.2pp | 49.41%-35.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $804 | $2,801-71.3% | $3,942-79.6% | $2,756-70.8% |
| Participant deferral / active EE | $1,974 | $6,818-71.1% | $8,087-75.6% | $4,299-54.1% |
| Admin fee / account holder | $5,066 | $5,887-13.9% | $7,899-35.9% | $6,940-27.0% |