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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 | $72,348 | $50,919+42.1% | $155,556-53.5% | $77,762-7.0% |
| Participation rate | 14.1% | 63.1%-49.0pp | 78.2%-64.1pp | 70.6%-56.5pp |
| Annual return | 11.89% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.4pp |
| Employer contribution / active EE | $390 | $1,991-80.4% | $4,675-91.7% | $2,728-85.7% |
| Participant deferral / active EE | $657 | $2,824-76.7% | $5,631-88.3% | $4,651-85.9% |
| Admin fee / account holder | $1,355 | $437+210.2% | $15,885-91.5% | $433+213.0% |