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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 | $74,299 | $147,556-49.6% | $129,031-42.4% | $198,609-62.6% |
| Participation rate | 39.1% | 77.2%-38.1pp | 73.4%-34.2pp | 82.4%-43.2pp |
| Annual return | 12.93% | 37.41%-24.5pp | 34.67%-21.7pp | 202.70%-189.8pp |
| Employer contribution / active EE | $1,080 | $3,645-70.4% | $3,226-66.5% | $5,055-78.6% |
| Participant deferral / active EE | $1,381 | $5,760-76.0% | $5,217-73.5% | $6,977-80.2% |
| Admin fee / account holder | $987 | $15,467-93.6% | $13,208-92.5% | $19,030-94.8% |