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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 | $83,666 | $64,462+29.8% | $81,482+2.7% | $80,911+3.4% |
| Participation rate | 23.5% | 63.9%-40.4pp | 69.5%-46.0pp | 67.6%-44.1pp |
| Annual return | 13.92% | 16.35%-2.4pp | 24.79%-10.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $434 | $1,979-78.0% | $2,463-82.4% | $2,756-84.2% |
| Participant deferral / active EE | $637 | $3,094-79.4% | $3,885-83.6% | $4,297-85.2% |
| Admin fee / account holder | $10,495 | $5,678+84.8% | $5,761+82.2% | $6,935+51.3% |