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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 | $103,185 | $89,370+15.5% | $141,197-26.9% | $72,976+41.4% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 22.74% | 111.88%-89.1pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $1,216 | $3,115-61.0% | $4,736-74.3% | $2,440-50.2% |
| Participant deferral / active EE | $2,217 | $5,419-59.1% | $6,710-67.0% | $3,608-38.6% |
| Admin fee / account holder | $1,291 | $5,957-78.3% | $10,265-87.4% | $5,124-74.8% |