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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 | $77,834 | $47,848+62.7% | $81,473-4.5% | $70,124+11.0% |
| Participation rate | 26.2% | 58.3%-32.1pp | 68.0%-41.8pp | 69.5%-43.4pp |
| Annual return | 15.26% | 27.25%-12.0pp | 38.78%-23.5pp | 73.14%-57.9pp |
| Employer contribution / active EE | $340 | $1,527-77.8% | $2,568-86.8% | $2,342-85.5% |
| Participant deferral / active EE | $711 | $2,453-71.0% | $3,537-79.9% | $3,332-78.7% |
| Admin fee / account holder | $2,255 | $3,145-28.3% | $4,561-50.6% | $4,645-51.5% |