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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 | $74,292 | $58,099+27.9% | $76,872-3.4% | $75,173-1.2% |
| Participation rate | 27.6% | 63.9%-36.3pp | 69.6%-42.0pp | 67.2%-39.6pp |
| Annual return | 13.05% | 26.71%-13.7pp | 37.90%-24.9pp | 160.72%-147.7pp |
| Employer contribution / active EE | $484 | $1,996-75.8% | $2,533-80.9% | $2,671-81.9% |
| Participant deferral / active EE | $715 | $2,999-76.1% | $3,832-81.3% | $4,126-82.7% |
| Admin fee / account holder | $14,681 | $4,778+207.3% | $5,476+168.1% | $5,651+159.8% |