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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 | $76,568 | $49,239+55.5% | $70,462+8.7% | $79,858-4.1% |
| Participation rate | 1.6% | 69.2%-67.5pp | 75.1%-73.4pp | 69.6%-68.0pp |
| Annual return | 22.32% | 30.08%-7.8pp | 109.08%-86.8pp | 31.72%-9.4pp |
| Employer contribution / active EE | $574 | $2,100-72.7% | $2,737-79.0% | $2,471-76.8% |
| Participant deferral / active EE | $683 | $2,769-75.3% | $3,710-81.6% | $3,740-81.7% |
| Admin fee / account holder | $7,910 | $2,876+175.0% | $3,845+105.7% | $5,306+49.1% |