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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 | $69,603 | $57,350+21.4% | $83,850-17.0% | $64,181+8.4% |
| Participation rate | 37.2% | 68.6%-31.4pp | 76.1%-38.9pp | 69.6%-32.4pp |
| Annual return | 12.55% | 11.38%+1.2pp | 850.92%-838.4pp | 7.63%+4.9pp |
| Employer contribution / active EE | $1,484 | $2,545-41.7% | $3,631-59.1% | $2,381-37.7% |
| Participant deferral / active EE | $567 | $2,993-81.1% | $4,082-86.1% | $3,470-83.7% |
| Admin fee / account holder | $1,695 | $4,046-58.1% | $5,478-69.1% | $4,887-65.3% |