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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 | $94,067 | $90,486+4.0% | $78,676+19.6% | $273,972-65.7% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 5.91% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $375 | $3,175-88.2% | $2,850-86.8% | $4,869-92.3% |
| Participant deferral / active EE | $375 | $3,901-90.4% | $3,517-89.3% | $5,287-92.9% |
| Admin fee / account holder | $14,425 | $5,263+174.1% | $4,510+219.8% | $10,133+42.4% |