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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 | $91,099 | $73,787+23.5% | $98,716-7.7% | $82,448+10.5% |
| Participation rate | 23.9% | 61.4%-37.5pp | 69.3%-45.4pp | 68.1%-44.2pp |
| Annual return | 14.34% | 18.57%-4.2pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $362 | $1,511-76.0% | $2,279-84.1% | $2,551-85.8% |
| Participant deferral / active EE | $817 | $3,081-73.5% | $4,048-79.8% | $4,139-80.3% |
| Admin fee / account holder | $5,371 | $6,500-17.4% | $8,703-38.3% | $7,234-25.8% |