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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 | $94,142 | $107,421-12.4% | $182,262-48.3% | $94,015+0.1% |
| Participation rate | 61.1% | 77.8%-16.7pp | 84.2%-23.1pp | 70.8%-9.7pp |
| Annual return | 15.69% | 21.32%-5.6pp | 140.60%-124.9pp | 17.84%-2.2pp |
| Employer contribution / active EE | $1,395 | $3,448-59.5% | $5,046-72.4% | $2,790-50.0% |
| Participant deferral / active EE | $2,496 | $6,558-61.9% | $8,276-69.8% | $4,249-41.3% |
| Admin fee / account holder | $33,669 | $8,692+287.4% | $16,712+101.5% | $8,951+276.1% |