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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 | $92,219 | $95,453-3.4% | $112,040-17.7% | $82,448+11.9% |
| Participation rate | 30.9% | 72.8%-41.9pp | 76.5%-45.6pp | 68.1%-37.2pp |
| Annual return | 14.53% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $822 | $2,318-64.5% | $2,954-72.2% | $2,551-67.8% |
| Participant deferral / active EE | $1,700 | $4,224-59.7% | $5,098-66.6% | $4,139-58.9% |
| Admin fee / account holder | $11,068 | $9,013+22.8% | $12,098-8.5% | $7,234+53.0% |