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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 | $80,951 | $78,197+3.5% | $98,090-17.5% | $82,637-2.0% |
| Participation rate | 27.6% | 77.5%-49.9pp | 81.5%-54.0pp | 68.1%-40.5pp |
| Annual return | 15.28% | 40.25%-25.0pp | 37.05%-21.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $328 | $2,605-87.4% | $3,606-90.9% | $2,552-87.1% |
| Participant deferral / active EE | $959 | $6,636-85.5% | $7,845-87.8% | $4,126-76.8% |
| Admin fee / account holder | $2,680 | $14,832-81.9% | $11,815-77.3% | $7,339-63.5% |