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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 | $90,640 | $90,486+0.2% | $78,676+15.2% | $273,972-66.9% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 6.07% | 75.62%-69.6pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $208 | $3,175-93.4% | $2,850-92.7% | $4,869-95.7% |
| Participant deferral / active EE | $500 | $3,901-87.2% | $3,517-85.8% | $5,287-90.5% |
| Admin fee / account holder | $1,280 | $5,263-75.7% | $4,510-71.6% | $10,133-87.4% |