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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 | $78,520+3.1% | $96,576-16.2% | $82,448-1.8% |
| Participation rate | 27.6% | 77.7%-50.2pp | 81.4%-53.9pp | 68.1%-40.5pp |
| Annual return | 15.28% | 41.30%-26.0pp | 38.47%-23.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $328 | $2,630-87.5% | $3,553-90.8% | $2,551-87.1% |
| Participant deferral / active EE | $959 | $6,754-85.8% | $7,956-87.9% | $4,139-76.8% |
| Admin fee / account holder | $2,680 | $13,455-80.1% | $11,381-76.5% | $7,234-63.0% |