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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 | $77,600 | $67,602+14.8% | $82,312-5.7% | $70,126+10.7% |
| Participation rate | 24.2% | 72.8%-48.5pp | 76.9%-52.7pp | 69.5%-45.3pp |
| Annual return | 17.52% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $529 | $1,755-69.9% | $2,428-78.2% | $2,343-77.4% |
| Participant deferral / active EE | $1,003 | $2,987-66.4% | $3,706-72.9% | $3,332-69.9% |
| Admin fee / account holder | $6,796 | $4,512+50.6% | $5,608+21.2% | $4,645+46.3% |