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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 | $57,057+25.1% | $85,009-16.0% | $80,874-11.7% |
| Participation rate | 6.8% | 56.4%-49.5pp | 67.5%-60.7pp | 67.6%-60.8pp |
| Annual return | 23.67% | 21.66%+2.0pp | 66.47%-42.8pp | 35.62%-11.9pp |
| Employer contribution / active EE | $567 | $1,799-68.5% | $2,728-79.2% | $2,756-79.4% |
| Participant deferral / active EE | $784 | $3,112-74.8% | $4,522-82.7% | $4,297-81.8% |
| Admin fee / account holder | $423 | $4,986-91.5% | $6,153-93.1% | $6,935-93.9% |