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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 | $56,729 | $45,312+25.2% | $86,233-34.2% | $67,986-16.6% |
| Participation rate | 10.0% | 42.4%-32.4pp | 69.0%-59.0pp | 57.2%-47.2pp |
| Annual return | 16.98% | 24.79%-7.8pp | 61.39%-44.4pp | 31.67%-14.7pp |
| Employer contribution / active EE | $259 | $1,160-77.7% | $2,504-89.7% | $2,019-87.2% |
| Participant deferral / active EE | $423 | $2,185-80.7% | $4,559-90.7% | $3,358-87.4% |
| Admin fee / account holder | $1,124 | $3,295-65.9% | $8,342-86.5% | $3,203-64.9% |