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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 | $104,620 | $107,421-2.6% | $182,262-42.6% | $94,015+11.3% |
| Participation rate | 64.5% | 77.8%-13.3pp | 84.2%-19.7pp | 70.8%-6.3pp |
| Annual return | 17.44% | 21.32%-3.9pp | 140.60%-123.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $1,236 | $3,448-64.2% | $5,046-75.5% | $2,790-55.7% |
| Participant deferral / active EE | $2,550 | $6,558-61.1% | $8,276-69.2% | $4,249-40.0% |
| Admin fee / account holder | $2,753 | $8,692-68.3% | $16,712-83.5% | $8,951-69.2% |