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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 | $99,875-17.3% | $146,866-43.8% | $86,983-5.0% |
| Participation rate | 17.8% | 75.8%-58.0pp | 82.5%-64.7pp | 69.5%-51.8pp |
| Annual return | 16.98% | 28.10%-11.1pp | 102.85%-85.9pp | 25.83%-8.9pp |
| Employer contribution / active EE | $855 | $3,224-73.5% | $4,425-80.7% | $2,584-66.9% |
| Participant deferral / active EE | $2,115 | $6,322-66.5% | $7,759-72.7% | $4,194-49.6% |
| Admin fee / account holder | $12,940 | $7,838+65.1% | $13,620-5.0% | $7,856+64.7% |