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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 | $98,735 | $76,834+28.5% | $108,359-8.9% | $87,485+12.9% |
| Participation rate | 46.7% | 61.7%-15.1pp | 70.1%-23.5pp | 68.9%-22.3pp |
| Annual return | 13.56% | 19.09%-5.5pp | 36.89%-23.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $586 | $1,556-62.4% | $2,399-75.6% | $2,596-77.4% |
| Participant deferral / active EE | $1,215 | $3,100-60.8% | $4,137-70.6% | $4,274-71.6% |
| Admin fee / account holder | $4,449 | $6,537-31.9% | $9,741-54.3% | $7,775-42.8% |