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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 | $79,821 | $81,476-2.0% | $102,383-22.0% | $80,925-1.4% |
| Participation rate | 31.8% | 66.8%-35.0pp | 74.5%-42.7pp | 67.7%-35.8pp |
| Annual return | 13.37% | 25.59%-12.2pp | 24.94%-11.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $874 | $3,105-71.8% | $3,870-77.4% | $2,756-68.3% |
| Participant deferral / active EE | $1,127 | $3,871-70.9% | $5,060-77.7% | $4,299-73.8% |
| Admin fee / account holder | $820 | $6,717-87.8% | $8,391-90.2% | $6,940-88.2% |