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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 | $77,029 | $67,638+13.9% | $133,346-42.2% | $69,733+10.5% |
| Participation rate | 24.8% | 54.3%-29.5pp | 72.8%-48.1pp | 62.5%-37.7pp |
| Annual return | 14.34% | 13.38%+1.0pp | 36.85%-22.5pp | 15.22%-0.9pp |
| Employer contribution / active EE | $227 | $1,177-80.7% | $2,853-92.0% | $2,250-89.9% |
| Participant deferral / active EE | $1,049 | $2,567-59.1% | $4,332-75.8% | $3,054-65.6% |
| Admin fee / account holder | $2,204 | $4,814-54.2% | $14,264-84.6% | $3,102-29.0% |