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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 | $84,880 | $76,407+11.1% | $150,298-43.5% | $82,448+2.9% |
| Participation rate | 14.5% | 66.4%-51.9pp | 77.8%-63.2pp | 68.1%-53.5pp |
| Annual return | 13.71% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $355 | $2,614-86.4% | $4,154-91.5% | $2,551-86.1% |
| Participant deferral / active EE | $495 | $3,214-84.6% | $5,453-90.9% | $4,139-88.0% |
| Admin fee / account holder | $6,236 | $6,352-1.8% | $14,116-55.8% | $7,234-13.8% |