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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 | $86,707 | $57,119+51.8% | $85,187+1.8% | $80,935+7.1% |
| Participation rate | 25.9% | 56.4%-30.5pp | 67.5%-41.6pp | 67.7%-41.7pp |
| Annual return | 14.49% | 21.70%-7.2pp | 66.67%-52.2pp | 35.66%-21.2pp |
| Employer contribution / active EE | $589 | $1,802-67.3% | $2,732-78.5% | $2,757-78.6% |
| Participant deferral / active EE | $599 | $3,115-80.8% | $4,525-86.8% | $4,299-86.1% |
| Admin fee / account holder | $311 | $4,990-93.8% | $6,162-94.9% | $6,924-95.5% |