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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 | $79,698 | $79,045+0.8% | $100,378-20.6% | $74,429+7.1% |
| Participation rate | 61.0% | 79.4%-18.4pp | 81.5%-20.5pp | 67.2%-6.2pp |
| Annual return | 23.24% | 20.61%+2.6pp | 49.41%-26.2pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $2,064 | $3,015-31.6% | $3,942-47.6% | $2,625-21.4% |
| Participant deferral / active EE | $3,598 | $7,751-53.6% | $8,087-55.5% | $4,348-17.2% |
| Admin fee / account holder | $1,759 | $1,335+31.8% | $7,899-77.7% | $1,944-9.5% |