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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 | $85,900 | $56,047+53.3% | $98,716-13.0% | $79,634+7.9% |
| Participation rate | 18.1% | 54.6%-36.5pp | 69.3%-51.2pp | 62.5%-44.4pp |
| Annual return | 14.14% | 17.58%-3.4pp | 31.81%-17.7pp | 36.46%-22.3pp |
| Employer contribution / active EE | $352 | $1,237-71.5% | $2,279-84.5% | $2,529-86.1% |
| Participant deferral / active EE | $643 | $2,469-74.0% | $4,048-84.1% | $3,835-83.2% |
| Admin fee / account holder | $5,990 | $1,512+296.1% | $8,703-31.2% | $1,002+497.9% |