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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 | $90,367 | $41,377+118.4% | $109,313-17.3% | $62,891+43.7% |
| Participation rate | 13.6% | 57.5%-44.0pp | 71.3%-57.7pp | 69.3%-55.7pp |
| Annual return | 7.43% | 11.05%-3.6pp | 22.07%-14.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $337 | $1,276-73.6% | $3,892-91.3% | $2,281-85.2% |
| Participant deferral / active EE | $707 | $2,045-65.4% | $3,166-77.7% | $3,203-77.9% |
| Admin fee / account holder | $3,774 | $2,884+30.9% | $5,666-33.4% | $4,296-12.1% |