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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 | $128,236 | $146,267-12.3% | $197,124-34.9% | $82,448+55.5% |
| Participation rate | 61.4% | 84.0%-22.6pp | 86.7%-25.3pp | 68.1%-6.7pp |
| Annual return | 14.99% | 29.61%-14.6pp | 44.34%-29.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,972 | $4,723-58.2% | $6,227-68.3% | $2,551-22.7% |
| Participant deferral / active EE | $2,657 | $7,035-62.2% | $9,135-70.9% | $4,139-35.8% |
| Admin fee / account holder | $5,744 | $14,422-60.2% | $16,298-64.8% | $7,234-20.6% |