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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 | $84,796 | $48,078+76.4% | $78,676+7.8% | $62,881+34.9% |
| Participation rate | 29.6% | 65.2%-35.6pp | 73.6%-43.9pp | 69.3%-39.7pp |
| Annual return | 6.08% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $498 | $2,015-75.3% | $2,850-82.5% | $2,281-78.2% |
| Participant deferral / active EE | $739 | $2,587-71.4% | $3,517-79.0% | $3,203-76.9% |
| Admin fee / account holder | $693 | $3,206-78.4% | $4,510-84.6% | $4,296-83.9% |