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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 | $79,843 | $76,407+4.5% | $150,298-46.9% | $82,448-3.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 16.20% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,044 | $2,614-21.8% | $4,154-50.8% | $2,551-19.9% |
| Participant deferral / active EE | $802 | $3,214-75.0% | $5,453-85.3% | $4,139-80.6% |
| Admin fee / account holder | $939 | $6,352-85.2% | $14,116-93.3% | $7,234-87.0% |