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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 | $85,630 | $48,364+77.1% | $71,796+19.3% | $62,881+36.2% |
| Participation rate | 27.1% | 60.6%-33.5pp | 69.1%-42.0pp | 69.3%-42.2pp |
| Annual return | 7.29% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $238 | $1,042-77.2% | $1,924-87.6% | $2,281-89.6% |
| Participant deferral / active EE | $610 | $2,091-70.8% | $2,794-78.2% | $3,203-81.0% |
| Admin fee / account holder | $1,539 | $3,771-59.2% | $4,815-68.0% | $4,296-64.2% |