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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 | $67,533 | $58,627+15.2% | $76,735-12.0% | $82,448-18.1% |
| Participation rate | 25.4% | 63.2%-37.8pp | 69.5%-44.1pp | 68.1%-42.6pp |
| Annual return | 19.35% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $827 | $1,729-52.2% | $2,454-66.3% | $2,551-67.6% |
| Participant deferral / active EE | $1,028 | $3,134-67.2% | $4,088-74.9% | $4,139-75.2% |
| Admin fee / account holder | $3,536 | $5,323-33.6% | $7,189-50.8% | $7,234-51.1% |