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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 | $70,956 | $95,904-26.0% | $173,730-59.2% | $64,340+10.3% |
| Participation rate | 19.8% | 60.6%-40.8pp | 79.6%-59.8pp | 55.2%-35.4pp |
| Annual return | 23.45% | 17.47%+6.0pp | 19.96%+3.5pp | 24.14%-0.7pp |
| Employer contribution / active EE | $505 | $2,323-78.3% | $4,577-89.0% | $1,862-72.9% |
| Participant deferral / active EE | $1,211 | $3,488-65.3% | $6,326-80.9% | $2,980-59.4% |
| Admin fee / account holder | $1,415 | $5,089-72.2% | $17,523-91.9% | $3,703-61.8% |