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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 | $93,985 | $76,551+22.8% | $123,894-24.1% | $62,881+49.5% |
| Participation rate | 20.4% | 73.0%-52.6pp | 81.4%-61.0pp | 69.3%-48.9pp |
| Annual return | 7.12% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $453 | $2,882-84.3% | $4,617-90.2% | $2,281-80.2% |
| Participant deferral / active EE | $453 | $4,840-90.6% | $5,984-92.4% | $3,203-85.9% |
| Admin fee / account holder | $4,515 | $4,826-6.4% | $8,357-46.0% | $4,296+5.1% |