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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 | $71,402 | $57,119+25.0% | $85,187-16.2% | $80,935-11.8% |
| Participation rate | 6.8% | 56.4%-49.6pp | 67.5%-60.7pp | 67.7%-60.8pp |
| Annual return | 23.67% | 21.70%+2.0pp | 66.67%-43.0pp | 35.66%-12.0pp |
| Employer contribution / active EE | $567 | $1,802-68.5% | $2,732-79.3% | $2,757-79.4% |
| Participant deferral / active EE | $784 | $3,115-74.8% | $4,525-82.7% | $4,299-81.8% |
| Admin fee / account holder | $423 | $4,990-91.5% | $6,162-93.1% | $6,924-93.9% |