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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 | $86,055 | $68,852+25.0% | $120,524-28.6% | $80,925+6.3% |
| Participation rate | 40.5% | 61.6%-21.1pp | 71.9%-31.4pp | 67.7%-27.1pp |
| Annual return | 16.67% | 23.67%-7.0pp | 107.36%-90.7pp | 35.65%-19.0pp |
| Employer contribution / active EE | $635 | $2,063-69.2% | $3,469-81.7% | $2,756-77.0% |
| Participant deferral / active EE | $849 | $3,187-73.4% | $4,994-83.0% | $4,299-80.3% |
| Admin fee / account holder | $503 | $5,781-91.3% | $9,440-94.7% | $6,940-92.8% |