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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 | $57,061+52.0% | $85,063+1.9% | $80,911+7.2% |
| Participation rate | 25.9% | 56.3%-30.4pp | 67.5%-41.6pp | 67.6%-41.7pp |
| Annual return | 14.49% | 21.66%-7.2pp | 66.54%-52.0pp | 35.63%-21.1pp |
| Employer contribution / active EE | $589 | $1,799-67.3% | $2,727-78.4% | $2,756-78.6% |
| Participant deferral / active EE | $599 | $3,110-80.7% | $4,523-86.8% | $4,297-86.1% |
| Admin fee / account holder | $311 | $4,986-93.8% | $6,155-94.9% | $6,935-95.5% |