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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 | $145,200 | $95,453+52.1% | $112,040+29.6% | $82,448+76.1% |
| Participation rate | 41.7% | 72.8%-31.1pp | 76.5%-34.8pp | 68.1%-26.4pp |
| Annual return | 14.78% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $880 | $2,318-62.0% | $2,954-70.2% | $2,551-65.5% |
| Participant deferral / active EE | $1,924 | $4,224-54.5% | $5,098-62.3% | $4,139-53.5% |
| Admin fee / account holder | $3,992 | $9,013-55.7% | $12,098-67.0% | $7,234-44.8% |