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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 | $143,969-10.9% | $199,883-35.8% | $82,637+55.2% |
| Participation rate | 61.4% | 84.1%-22.7pp | 86.8%-25.4pp | 68.1%-6.7pp |
| Annual return | 14.99% | 25.67%-10.7pp | 43.81%-28.8pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,972 | $4,632-57.4% | $6,261-68.5% | $2,552-22.7% |
| Participant deferral / active EE | $2,657 | $6,937-61.7% | $9,138-70.9% | $4,126-35.6% |
| Admin fee / account holder | $5,744 | $14,597-60.6% | $17,268-66.7% | $7,339-21.7% |