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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 | $73,787+73.7% | $98,716+29.8% | $82,448+55.4% |
| Participation rate | 38.5% | 61.4%-22.9pp | 69.3%-30.8pp | 68.1%-29.6pp |
| Annual return | 15.84% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $514 | $1,511-66.0% | $2,279-77.4% | $2,551-79.8% |
| Participant deferral / active EE | $874 | $3,081-71.6% | $4,048-78.4% | $4,139-78.9% |
| Admin fee / account holder | $7,900 | $6,500+21.5% | $8,703-9.2% | $7,234+9.2% |