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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 | $77,358+28.7% | $102,184-2.5% | $87,485+13.8% |
| Participation rate | 58.6% | 78.7%-20.1pp | 82.6%-24.0pp | 68.9%-10.3pp |
| Annual return | 16.05% | 41.11%-25.1pp | 31.58%-15.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $955 | $2,562-62.7% | $3,594-73.4% | $2,596-63.2% |
| Participant deferral / active EE | $2,261 | $6,753-66.5% | $8,309-72.8% | $4,274-47.1% |
| Admin fee / account holder | $743 | $6,809-89.1% | $11,609-93.6% | $7,775-90.4% |