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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 | $94,676 | $74,535+27.0% | $100,712-6.0% | $82,637+14.6% |
| Participation rate | 28.6% | 61.2%-32.6pp | 69.3%-40.7pp | 68.1%-39.5pp |
| Annual return | 16.09% | 18.92%-2.8pp | 33.27%-17.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $494 | $1,503-67.1% | $2,313-78.6% | $2,552-80.6% |
| Participant deferral / active EE | $991 | $3,074-67.8% | $4,085-75.8% | $4,126-76.0% |
| Admin fee / account holder | $8,017 | $6,576+21.9% | $9,256-13.4% | $7,339+9.2% |