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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 | $79,261 | $125,797-37.0% | $170,043-53.4% | $75,173+5.4% |
| Participation rate | 62.5% | 83.6%-21.1pp | 87.0%-24.5pp | 67.2%-4.7pp |
| Annual return | 13.98% | 27.20%-13.2pp | 53.40%-39.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,583 | $4,616-65.7% | $6,790-76.7% | $2,671-40.7% |
| Participant deferral / active EE | $2,131 | $6,838-68.8% | $10,410-79.5% | $4,126-48.4% |
| Admin fee / account holder | $2,326 | $8,177-71.6% | $12,824-81.9% | $5,651-58.8% |