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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 | $78,302 | $121,719-35.7% | $210,053-62.7% | $116,462-32.8% |
| Participation rate | 65.4% | 76.0%-10.6pp | 80.8%-15.4pp | 74.7%-9.3pp |
| Annual return | 21.52% | 14.29%+7.2pp | 232.76%-211.2pp | 15.65%+5.9pp |
| Employer contribution / active EE | $974 | $2,386-59.2% | $4,521-78.5% | $3,231-69.8% |
| Participant deferral / active EE | $1,002 | $3,917-74.4% | $4,238-76.3% | $3,836-73.9% |
| Admin fee / account holder | $21,138 | $13,730+54.0% | $16,990+24.4% | $12,754+65.7% |