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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 | $78,485 | $65,246+20.3% | $98,716-20.5% | $67,986+15.4% |
| Participation rate | 28.5% | 51.4%-22.9pp | 69.3%-40.8pp | 57.2%-28.7pp |
| Annual return | 13.03% | 20.58%-7.5pp | 31.81%-18.8pp | 31.67%-18.6pp |
| Employer contribution / active EE | $231 | $1,042-77.8% | $2,279-89.9% | $2,019-88.6% |
| Participant deferral / active EE | $964 | $2,594-62.8% | $4,048-76.2% | $3,358-71.3% |
| Admin fee / account holder | $4,288 | $4,561-6.0% | $8,703-50.7% | $3,203+33.9% |