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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 | $86,940-5.4% | $102,434-19.7% | $80,935+1.7% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 15.14% | 18.89%-3.8pp | 29.46%-14.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,080 | $2,370-54.4% | $3,023-64.3% | $2,757-60.8% |
| Participant deferral / active EE | $1,573 | $4,121-61.8% | $5,055-68.9% | $4,299-63.4% |
| Admin fee / account holder | $2,694 | $8,047-66.5% | $9,462-71.5% | $6,924-61.1% |