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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 | $29,178 | $25,014+16.6% | $69,632-58.1% | $80,959-64.0% |
| Participation rate | 21.4% | 64.2%-42.8pp | 66.4%-45.0pp | 67.7%-46.2pp |
| Annual return | 16.05% | 19.08%-3.0pp | 101.32%-85.3pp | 35.67%-19.6pp |
| Employer contribution / active EE | $322 | $991-67.5% | $1,708-81.1% | $2,757-88.3% |
| Participant deferral / active EE | $350 | $1,840-81.0% | $2,889-87.9% | $4,300-91.9% |
| Admin fee / account holder | $2,902 | $2,491+16.5% | $4,695-38.2% | $6,925-58.1% |