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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 | $75,668 | $61,605+22.8% | $112,273-32.6% | $75,181+0.6% |
| Participation rate | 40.0% | 61.7%-21.7pp | 72.4%-32.4pp | 67.2%-27.2pp |
| Annual return | 20.94% | 28.47%-7.5pp | 30.23%-9.3pp | 160.69%-139.7pp |
| Employer contribution / active EE | $702 | $2,015-65.2% | $3,431-79.5% | $2,671-73.7% |
| Participant deferral / active EE | $928 | $3,108-70.1% | $4,800-80.7% | $4,126-77.5% |
| Admin fee / account holder | $8,826 | $4,862+81.5% | $7,752+13.8% | $5,650+56.2% |