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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 | $64,686 | $54,541+18.6% | $78,778-17.9% | $70,126-7.8% |
| Participation rate | 31.3% | 60.8%-29.5pp | 69.2%-37.9pp | 69.5%-38.3pp |
| Annual return | 12.93% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $350 | $1,089-67.9% | $1,986-82.4% | $2,343-85.1% |
| Participant deferral / active EE | $633 | $2,210-71.4% | $2,958-78.6% | $3,332-81.0% |
| Admin fee / account holder | $5,847 | $3,709+57.7% | $5,134+13.9% | $4,645+25.9% |