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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 | $84,761 | $106,864-20.7% | $147,318-42.5% | $82,637+2.6% |
| Participation rate | 25.8% | 75.5%-49.7pp | 82.1%-56.3pp | 68.1%-42.3pp |
| Annual return | 18.86% | 27.49%-8.6pp | 70.43%-51.6pp | 53.51%-34.6pp |
| Employer contribution / active EE | $902 | $3,417-73.6% | $4,593-80.4% | $2,552-64.7% |
| Participant deferral / active EE | $1,949 | $6,496-70.0% | $7,906-75.3% | $4,126-52.8% |
| Admin fee / account holder | $452 | $8,415-94.6% | $13,708-96.7% | $7,339-93.8% |