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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 | $107,843 | $107,421+0.4% | $182,262-40.8% | $94,015+14.7% |
| Participation rate | 62.9% | 77.8%-14.9pp | 84.2%-21.4pp | 70.8%-8.0pp |
| Annual return | 14.23% | 21.32%-7.1pp | 140.60%-126.4pp | 17.84%-3.6pp |
| Employer contribution / active EE | $879 | $3,448-74.5% | $5,046-82.6% | $2,790-68.5% |
| Participant deferral / active EE | $1,972 | $6,558-69.9% | $8,276-76.2% | $4,249-53.6% |
| Admin fee / account holder | $7,305 | $8,692-16.0% | $16,712-56.3% | $8,951-18.4% |