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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 | $88,999 | $58,512+52.1% | $84,016+5.9% | $72,986+21.9% |
| Participation rate | 25.8% | 61.2%-35.5pp | 69.0%-43.3pp | 69.5%-43.7pp |
| Annual return | 25.68% | 28.93%-3.3pp | 71.31%-45.6pp | 81.01%-55.3pp |
| Employer contribution / active EE | $508 | $1,163-56.3% | $1,983-74.4% | $2,440-79.2% |
| Participant deferral / active EE | $1,002 | $2,394-58.1% | $3,239-69.0% | $3,607-72.2% |
| Admin fee / account holder | $408 | $4,569-91.1% | $6,101-93.3% | $5,124-92.0% |