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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 | $106,524+1.2% | $152,301-29.2% | $87,485+23.3% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.4%-19.6pp | 68.9%-6.1pp |
| Annual return | 14.23% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $879 | $3,371-73.9% | $4,624-81.0% | $2,596-66.2% |
| Participant deferral / active EE | $1,972 | $6,525-69.8% | $8,004-75.4% | $4,274-53.9% |
| Admin fee / account holder | $7,305 | $8,287-11.8% | $14,398-49.3% | $7,775-6.0% |