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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 | $75,135 | $54,541+37.8% | $78,778-4.6% | $70,126+7.1% |
| Participation rate | 43.1% | 60.8%-17.7pp | 69.2%-26.1pp | 69.5%-26.4pp |
| Annual return | 18.29% | 21.07%-2.8pp | 35.62%-17.3pp | 73.15%-54.9pp |
| Employer contribution / active EE | $674 | $1,089-38.0% | $1,986-66.0% | $2,343-71.2% |
| Participant deferral / active EE | $898 | $2,210-59.4% | $2,958-69.7% | $3,332-73.1% |
| Admin fee / account holder | $3,187 | $3,709-14.1% | $5,134-37.9% | $4,645-31.4% |