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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 | $82,597 | $107,421-23.1% | $182,262-54.7% | $94,015-12.1% |
| Participation rate | 17.8% | 77.8%-60.0pp | 84.2%-66.4pp | 70.8%-53.0pp |
| Annual return | 16.98% | 21.32%-4.3pp | 140.60%-123.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $855 | $3,448-75.2% | $5,046-83.0% | $2,790-69.3% |
| Participant deferral / active EE | $2,115 | $6,558-67.7% | $8,276-74.4% | $4,249-50.2% |
| Admin fee / account holder | $12,940 | $8,692+48.9% | $16,712-22.6% | $8,951+44.6% |