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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 | $93,589+7.2% | $135,942-26.2% | $75,181+33.4% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 16.64% | 30.90%-14.3pp | 68.28%-51.6pp | 160.69%-144.0pp |
| Employer contribution / active EE | $1,258 | $3,537-64.4% | $4,858-74.1% | $2,671-52.9% |
| Participant deferral / active EE | $2,316 | $6,405-63.8% | $7,759-70.1% | $4,126-43.9% |
| Admin fee / account holder | $35,687 | $6,977+411.5% | $10,764+231.5% | $5,650+531.6% |