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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 | $82,282 | $58,493+40.7% | $84,023-2.1% | $72,976+12.8% |
| Participation rate | 45.6% | 61.2%-15.6pp | 69.0%-23.4pp | 69.5%-23.9pp |
| Annual return | 17.75% | 28.93%-11.2pp | 71.32%-53.6pp | 81.02%-63.3pp |
| Employer contribution / active EE | $664 | $1,163-42.9% | $1,984-66.5% | $2,440-72.8% |
| Participant deferral / active EE | $867 | $2,394-63.8% | $3,239-73.2% | $3,608-76.0% |
| Admin fee / account holder | $3,407 | $4,569-25.4% | $6,102-44.2% | $5,124-33.5% |