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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 | $80,231 | $78,027+2.8% | $178,528-55.1% | $80,925-0.9% |
| Participation rate | 37.0% | 65.7%-28.6pp | 77.1%-40.1pp | 67.7%-30.6pp |
| Annual return | 23.14% | 18.09%+5.0pp | 27.11%-4.0pp | 35.65%-12.5pp |
| Employer contribution / active EE | $886 | $2,281-61.2% | $3,950-77.6% | $2,756-67.8% |
| Participant deferral / active EE | $1,263 | $4,408-71.3% | $6,278-79.9% | $4,299-70.6% |
| Admin fee / account holder | $983 | $7,168-86.3% | $10,419-90.6% | $6,940-85.8% |