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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 | $70,232 | $67,894+3.4% | $89,340-21.4% | $82,448-14.8% |
| Participation rate | 10.0% | 64.0%-54.0pp | 69.6%-59.6pp | 68.1%-58.1pp |
| Annual return | 17.78% | 19.21%-1.4pp | 20.57%-2.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $515 | $1,828-71.8% | $2,231-76.9% | $2,551-79.8% |
| Participant deferral / active EE | $877 | $3,072-71.5% | $3,823-77.1% | $4,139-78.8% |
| Admin fee / account holder | $8,940 | $5,723+56.2% | $6,704+33.4% | $7,234+23.6% |