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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 | $79,831 | $86,938-8.2% | $102,423-22.1% | $80,925-1.4% |
| Participation rate | 18.8% | 72.4%-53.6pp | 76.5%-57.8pp | 67.7%-48.9pp |
| Annual return | 22.93% | 18.89%+4.0pp | 29.42%-6.5pp | 35.65%-12.7pp |
| Employer contribution / active EE | $929 | $2,369-60.8% | $3,023-69.3% | $2,756-66.3% |
| Participant deferral / active EE | $1,370 | $4,120-66.7% | $5,054-72.9% | $4,299-68.1% |
| Admin fee / account holder | $21,592 | $8,053+168.1% | $9,455+128.4% | $6,940+211.1% |