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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 | $77,574+22.0% | $108,753-12.9% | $86,983+8.8% |
| Participation rate | 28.6% | 62.3%-33.7pp | 71.1%-42.5pp | 69.5%-41.0pp |
| Annual return | 16.09% | 18.42%-2.3pp | 37.47%-21.4pp | 25.83%-9.7pp |
| Employer contribution / active EE | $494 | $1,611-69.3% | $2,427-79.6% | $2,584-80.9% |
| Participant deferral / active EE | $991 | $3,128-68.3% | $4,115-75.9% | $4,194-76.4% |
| Admin fee / account holder | $8,017 | $6,529+22.8% | $10,320-22.3% | $7,856+2.0% |