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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 | $106,889 | $110,410-3.2% | $102,437+4.3% | $145,897-26.7% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 15.28% | 24.85%-9.6pp | 24.95%-9.7pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,011 | $4,217-76.0% | $3,871-73.9% | $4,663-78.3% |
| Participant deferral / active EE | $1,259 | $5,622-77.6% | $5,060-75.1% | $6,689-81.2% |
| Admin fee / account holder | $12,844 | $9,745+31.8% | $8,388+53.1% | $13,390-4.1% |