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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 | $72,654 | $62,686+15.9% | $178,505-59.3% | $77,762-6.6% |
| Participation rate | 20.1% | 66.9%-46.8pp | 77.1%-57.1pp | 70.6%-50.5pp |
| Annual return | 12.98% | 16.16%-3.2pp | 27.16%-14.2pp | 31.27%-18.3pp |
| Employer contribution / active EE | $673 | $1,914-64.8% | $3,955-83.0% | $2,728-75.3% |
| Participant deferral / active EE | $1,297 | $4,224-69.3% | $6,280-79.3% | $4,651-72.1% |
| Admin fee / account holder | $4,846 | $386+1155.1% | $10,428-53.5% | $433+1019.4% |