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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 | $95,282 | $93,598+1.8% | $135,974-29.9% | $75,173+26.8% |
| Participation rate | 32.0% | 75.2%-43.2pp | 81.9%-49.9pp | 67.2%-35.2pp |
| Annual return | 18.40% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,029 | $3,538-70.9% | $4,859-78.8% | $2,671-61.5% |
| Participant deferral / active EE | $2,046 | $6,405-68.1% | $7,760-73.6% | $4,126-50.4% |
| Admin fee / account holder | $694 | $6,978-90.1% | $10,767-93.6% | $5,651-87.7% |