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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 | $62,858 | $57,541+9.2% | $95,740-34.3% | $75,173-16.4% |
| Participation rate | 14.3% | 62.5%-48.2pp | 72.3%-58.0pp | 67.2%-52.9pp |
| Annual return | 17.86% | 34.93%-17.1pp | 28.41%-10.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $729 | $1,808-59.7% | $2,836-74.3% | $2,671-72.7% |
| Participant deferral / active EE | $263 | $3,074-91.4% | $4,244-93.8% | $4,126-93.6% |
| Admin fee / account holder | $608 | $4,099-85.2% | $5,676-89.3% | $5,651-89.2% |