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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 | $76,745 | $63,845+20.2% | $81,370-5.7% | $80,959-5.2% |
| Participation rate | 17.2% | 63.9%-46.6pp | 69.5%-52.3pp | 67.7%-50.4pp |
| Annual return | 12.54% | 16.37%-3.8pp | 24.85%-12.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $893 | $1,980-54.9% | $2,464-63.7% | $2,757-67.6% |
| Participant deferral / active EE | $314 | $3,093-89.8% | $3,885-91.9% | $4,300-92.7% |
| Admin fee / account holder | $3,199 | $5,688-43.8% | $5,749-44.4% | $6,925-53.8% |