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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 | $79,722 | $115,931-31.2% | $185,441-57.0% | $86,983-8.3% |
| Participation rate | 29.4% | 73.6%-44.2pp | 80.3%-50.8pp | 69.5%-40.1pp |
| Annual return | 16.88% | 21.47%-4.6pp | 20.16%-3.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $761 | $2,937-74.1% | $4,672-83.7% | $2,584-70.5% |
| Participant deferral / active EE | $1,852 | $4,551-59.3% | $6,152-69.9% | $4,194-55.8% |
| Admin fee / account holder | $1,582 | $10,687-85.2% | $17,890-91.2% | $7,856-79.9% |