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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 | $128,138 | $83,898+52.7% | $133,346-3.9% | $94,015+36.3% |
| Participation rate | 38.5% | 63.4%-24.9pp | 72.8%-34.4pp | 70.8%-32.4pp |
| Annual return | 15.84% | 16.00%-0.2pp | 36.85%-21.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $514 | $1,821-71.8% | $2,853-82.0% | $2,790-81.6% |
| Participant deferral / active EE | $874 | $3,245-73.1% | $4,332-79.8% | $4,249-79.4% |
| Admin fee / account holder | $7,900 | $7,809+1.2% | $14,264-44.6% | $8,951-11.7% |