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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 | $87,565 | $58,493+49.7% | $84,021+4.2% | $72,975+20.0% |
| Participation rate | 21.7% | 61.2%-39.6pp | 69.0%-47.4pp | 69.5%-47.8pp |
| Annual return | 19.49% | 28.93%-9.4pp | 71.32%-51.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $375 | $1,163-67.8% | $1,984-81.1% | $2,440-84.6% |
| Participant deferral / active EE | $840 | $2,394-64.9% | $3,239-74.1% | $3,608-76.7% |
| Admin fee / account holder | $16,116 | $4,569+252.8% | $6,102+164.1% | $5,124+214.5% |