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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 | $74,798 | $56,054+33.4% | $171,082-56.3% | $62,881+19.0% |
| Participation rate | 30.2% | 62.9%-32.7pp | 76.7%-46.5pp | 69.3%-39.1pp |
| Annual return | 9.10% | 22.52%-13.4pp | 32.56%-23.5pp | 20.14%-11.0pp |
| Employer contribution / active EE | $961 | $1,731-44.5% | $4,002-76.0% | $2,281-57.9% |
| Participant deferral / active EE | $146 | $3,158-95.4% | $4,797-97.0% | $3,203-95.4% |
| Admin fee / account holder | $3,659 | $3,647+0.3% | $8,520-57.1% | $4,296-14.8% |