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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 | $77,095 | $80,992-4.8% | $96,534-20.1% | $75,173+2.6% |
| Participation rate | 19.6% | 71.8%-52.2pp | 76.0%-56.4pp | 67.2%-47.6pp |
| Annual return | 15.00% | 27.05%-12.0pp | 25.88%-10.9pp | 160.72%-145.7pp |
| Employer contribution / active EE | $651 | $2,283-71.5% | $2,965-78.1% | $2,671-75.6% |
| Participant deferral / active EE | $1,402 | $3,929-64.3% | $4,851-71.1% | $4,126-66.0% |
| Admin fee / account holder | $6,831 | $6,717+1.7% | $8,253-17.2% | $5,651+20.9% |