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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 | $81,599 | $63,082+29.4% | $81,726-0.2% | $79,856+2.2% |
| Participation rate | 28.6% | 67.5%-39.0pp | 72.0%-43.4pp | 69.6%-41.1pp |
| Annual return | 13.32% | 22.66%-9.3pp | 29.49%-16.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $486 | $1,795-72.9% | $4,311-88.7% | $2,471-80.3% |
| Participant deferral / active EE | $672 | $2,780-75.8% | $7,108-90.5% | $3,741-82.0% |
| Admin fee / account holder | $14,948 | $4,428+237.6% | $5,160+189.7% | $5,306+181.7% |