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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 | $83,730 | $72,607+15.3% | $90,259-7.2% | $87,485-4.3% |
| Participation rate | 36.0% | 64.8%-28.8pp | 70.7%-34.7pp | 68.9%-32.9pp |
| Annual return | 16.44% | 18.59%-2.2pp | 18.88%-2.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $441 | $1,919-77.0% | $2,291-80.7% | $2,596-83.0% |
| Participant deferral / active EE | $957 | $3,055-68.7% | $3,827-75.0% | $4,274-77.6% |
| Admin fee / account holder | $1,625 | $5,947-72.7% | $7,267-77.6% | $7,775-79.1% |