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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 | $79,564 | $71,215+11.7% | $93,696-15.1% | $80,935-1.7% |
| Participation rate | 22.9% | 60.4%-37.5pp | 68.7%-45.8pp | 67.7%-44.7pp |
| Annual return | 11.43% | 11.27%+0.2pp | 133.74%-122.3pp | 35.66%-24.2pp |
| Employer contribution / active EE | $543 | $1,565-65.3% | $2,422-77.6% | $2,757-80.3% |
| Participant deferral / active EE | $1,168 | $4,037-71.1% | $4,417-73.6% | $4,299-72.8% |
| Admin fee / account holder | $568 | $6,958-91.8% | $8,287-93.1% | $6,924-91.8% |