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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 | $98,747 | $90,400+9.2% | $186,193-47.0% | $87,485+12.9% |
| Participation rate | 32.1% | 66.2%-34.0pp | 77.1%-45.0pp | 68.9%-36.8pp |
| Annual return | 18.07% | 22.15%-4.1pp | 78.03%-60.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $677 | $2,170-68.8% | $3,918-82.7% | $2,596-73.9% |
| Participant deferral / active EE | $998 | $4,330-77.0% | $6,513-84.7% | $4,274-76.7% |
| Admin fee / account holder | $10,213 | $8,673+17.8% | $11,058-7.6% | $7,775+31.4% |