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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 | $96,518 | $98,760-2.3% | $149,715-35.5% | $79,858+20.9% |
| Participation rate | 18.8% | 75.8%-57.0pp | 82.5%-63.7pp | 69.6%-50.8pp |
| Annual return | 21.55% | 27.43%-5.9pp | 276.66%-255.1pp | 31.72%-10.2pp |
| Employer contribution / active EE | $905 | $3,217-71.9% | $4,645-80.5% | $2,471-63.4% |
| Participant deferral / active EE | $2,003 | $5,681-64.7% | $6,842-70.7% | $3,740-46.5% |
| Admin fee / account holder | $1,080 | $6,053-82.2% | $9,310-88.4% | $5,306-79.7% |