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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 | $77,984 | $92,811-16.0% | $238,191-67.3% | $86,983-10.3% |
| Participation rate | 35.6% | 69.3%-33.8pp | 77.1%-41.5pp | 69.5%-34.0pp |
| Annual return | 11.91% | 16.16%-4.2pp | 13.02%-1.1pp | 25.83%-13.9pp |
| Employer contribution / active EE | $811 | $2,728-70.3% | $5,082-84.0% | $2,584-68.6% |
| Participant deferral / active EE | $1,123 | $4,479-74.9% | $6,726-83.3% | $4,194-73.2% |
| Admin fee / account holder | $8,852 | $9,177-3.5% | $34,582-74.4% | $7,856+12.7% |