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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 | $99,614 | $146,267-31.9% | $197,124-49.5% | $82,448+20.8% |
| Participation rate | 63.0% | 84.0%-21.1pp | 86.7%-23.8pp | 68.1%-5.1pp |
| Annual return | 19.03% | 29.61%-10.6pp | 44.34%-25.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,376 | $4,723-49.7% | $6,227-61.8% | $2,551-6.9% |
| Participant deferral / active EE | $3,077 | $7,035-56.3% | $9,135-66.3% | $4,139-25.7% |
| Admin fee / account holder | $5,207 | $14,422-63.9% | $16,298-68.1% | $7,234-28.0% |