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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 | $99,047 | $72,486+36.6% | $87,103+13.7% | $72,976+35.7% |
| Participation rate | 42.4% | 72.8%-30.4pp | 76.9%-34.5pp | 69.5%-27.1pp |
| Annual return | 21.03% | 24.46%-3.4pp | 28.19%-7.2pp | 81.02%-60.0pp |
| Employer contribution / active EE | $546 | $1,894-71.2% | $2,521-78.3% | $2,440-77.6% |
| Participant deferral / active EE | $1,131 | $3,270-65.4% | $4,049-72.1% | $3,608-68.6% |
| Admin fee / account holder | $636 | $5,055-87.4% | $7,491-91.5% | $5,124-87.6% |