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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 | $64,010+22.6% | $108,359-27.6% | $64,340+22.0% |
| Participation rate | 28.5% | 49.4%-20.9pp | 70.1%-41.6pp | 55.2%-26.7pp |
| Annual return | 13.03% | 19.74%-6.7pp | 36.89%-23.9pp | 24.14%-11.1pp |
| Employer contribution / active EE | $231 | $1,029-77.5% | $2,399-90.4% | $1,862-87.6% |
| Participant deferral / active EE | $964 | $2,395-59.7% | $4,137-76.7% | $2,980-67.7% |
| Admin fee / account holder | $4,288 | $4,885-12.2% | $9,741-56.0% | $3,703+15.8% |