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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 | $78,542 | $65,034+20.8% | $90,970-13.7% | $79,856-1.6% |
| Participation rate | 18.4% | 61.6%-43.2pp | 69.0%-50.6pp | 69.6%-51.3pp |
| Annual return | 12.92% | 30.45%-17.5pp | 134.60%-121.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $401 | $1,247-67.9% | $2,122-81.1% | $2,471-83.8% |
| Participant deferral / active EE | $913 | $2,512-63.7% | $3,373-72.9% | $3,741-75.6% |
| Admin fee / account holder | $591 | $4,536-87.0% | $5,961-90.1% | $5,306-88.9% |