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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 | $114,850 | $104,098+10.3% | $140,514-18.3% | $94,015+22.2% |
| Participation rate | 20.0% | 73.7%-53.7pp | 77.8%-57.8pp | 70.8%-50.8pp |
| Annual return | 17.58% | 15.14%+2.4pp | 14.36%+3.2pp | 17.84%-0.3pp |
| Employer contribution / active EE | $628 | $2,388-73.7% | $3,378-81.4% | $2,790-77.5% |
| Participant deferral / active EE | $894 | $4,033-77.8% | $4,919-81.8% | $4,249-79.0% |
| Admin fee / account holder | $9,832 | $10,439-5.8% | $13,697-28.2% | $8,951+9.8% |