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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 | $82,287 | $86,938-5.4% | $102,423-19.7% | $80,925+1.7% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.7%-24.8pp |
| Annual return | 15.14% | 18.89%-3.8pp | 29.42%-14.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,080 | $2,369-54.4% | $3,023-64.3% | $2,756-60.8% |
| Participant deferral / active EE | $1,573 | $4,120-61.8% | $5,054-68.9% | $4,299-63.4% |
| Admin fee / account holder | $2,694 | $8,053-66.5% | $9,455-71.5% | $6,940-61.2% |