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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 | $70,592 | $56,894+24.1% | $84,753-16.7% | $62,881+12.3% |
| Participation rate | 36.9% | 68.5%-31.6pp | 76.6%-39.7pp | 69.3%-32.4pp |
| Annual return | 8.23% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-11.9pp |
| Employer contribution / active EE | $662 | $2,400-72.4% | $3,574-81.5% | $2,281-71.0% |
| Participant deferral / active EE | $945 | $2,709-65.1% | $3,712-74.6% | $3,203-70.5% |
| Admin fee / account holder | $521 | $3,581-85.5% | $5,333-90.2% | $4,296-87.9% |