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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 | $76,834+66.8% | $108,359+18.3% | $87,485+46.5% |
| Participation rate | 38.5% | 61.7%-23.3pp | 70.1%-31.7pp | 68.9%-30.5pp |
| Annual return | 15.84% | 19.09%-3.2pp | 36.89%-21.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $514 | $1,556-67.0% | $2,399-78.6% | $2,596-80.2% |
| Participant deferral / active EE | $874 | $3,100-71.8% | $4,137-78.9% | $4,274-79.6% |
| Admin fee / account holder | $7,900 | $6,537+20.9% | $9,741-18.9% | $7,775+1.6% |