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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 | $75,046 | $73,978+1.4% | $96,515-22.2% | $75,173-0.2% |
| Participation rate | 26.9% | 66.4%-39.6pp | 74.3%-47.5pp | 67.2%-40.3pp |
| Annual return | 18.12% | 26.72%-8.6pp | 35.73%-17.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $799 | $2,931-72.7% | $3,740-78.6% | $2,671-70.1% |
| Participant deferral / active EE | $1,035 | $3,660-71.7% | $4,880-78.8% | $4,126-74.9% |
| Admin fee / account holder | $2,587 | $5,219-50.4% | $6,735-61.6% | $5,651-54.2% |