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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 | $73,787+28.3% | $98,716-4.1% | $82,448+14.8% |
| Participation rate | 28.6% | 61.4%-32.8pp | 69.3%-40.7pp | 68.1%-39.5pp |
| Annual return | 16.09% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $494 | $1,511-67.3% | $2,279-78.3% | $2,551-80.6% |
| Participant deferral / active EE | $991 | $3,081-67.9% | $4,048-75.5% | $4,139-76.1% |
| Admin fee / account holder | $8,017 | $6,500+23.3% | $8,703-7.9% | $7,234+10.8% |