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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 | $95,877 | $58,587+63.7% | $83,322+15.1% | $64,173+49.4% |
| Participation rate | 33.3% | 72.0%-38.7pp | 77.8%-44.4pp | 69.6%-36.2pp |
| Annual return | -2.45% | 9.65%-12.1pp | 10.64%-13.1pp | 7.63%-10.1pp |
| Employer contribution / active EE | $304 | $2,098-85.5% | $3,379-91.0% | $2,381-87.2% |
| Participant deferral / active EE | $940 | $4,654-79.8% | $5,565-83.1% | $3,470-72.9% |
| Admin fee / account holder | $11,079 | $9,279+19.4% | $7,540+46.9% | $4,887+126.7% |