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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 | $100,283 | $93,598+7.1% | $135,974-26.2% | $75,173+33.4% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.9pp | 67.2%-9.1pp |
| Annual return | 16.64% | 30.89%-14.2pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,258 | $3,538-64.4% | $4,859-74.1% | $2,671-52.9% |
| Participant deferral / active EE | $2,316 | $6,405-63.8% | $7,760-70.1% | $4,126-43.9% |
| Admin fee / account holder | $35,687 | $6,978+411.4% | $10,767+231.5% | $5,651+531.6% |