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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 | $97,633 | $81,476+19.8% | $102,383-4.6% | $80,925+20.6% |
| Participation rate | 21.7% | 66.8%-45.1pp | 74.5%-52.8pp | 67.7%-45.9pp |
| Annual return | 27.36% | 25.59%+1.8pp | 24.94%+2.4pp | 35.65%-8.3pp |
| Employer contribution / active EE | $917 | $3,105-70.5% | $3,870-76.3% | $2,756-66.7% |
| Participant deferral / active EE | $1,541 | $3,871-60.2% | $5,060-69.5% | $4,299-64.1% |
| Admin fee / account holder | $946 | $6,717-85.9% | $8,391-88.7% | $6,940-86.4% |