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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 | $77,358+4.6% | $102,184-20.8% | $87,485-7.5% |
| Participation rate | 27.6% | 78.7%-51.1pp | 82.6%-55.0pp | 68.9%-41.4pp |
| Annual return | 15.28% | 41.11%-25.8pp | 31.58%-16.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $328 | $2,562-87.2% | $3,594-90.9% | $2,596-87.4% |
| Participant deferral / active EE | $959 | $6,753-85.8% | $8,309-88.5% | $4,274-77.6% |
| Admin fee / account holder | $2,680 | $6,809-60.6% | $11,609-76.9% | $7,775-65.5% |