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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 | $88,273 | $62,672+40.9% | $185,117-52.3% | $70,126+25.9% |
| Participation rate | 48.6% | 63.8%-15.1pp | 77.3%-28.6pp | 69.5%-20.9pp |
| Annual return | 18.18% | 40.79%-22.6pp | 40.50%-22.3pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,902 | $1,753+8.5% | $4,182-54.5% | $2,343-18.8% |
| Participant deferral / active EE | $599 | $3,272-81.7% | $5,045-88.1% | $3,332-82.0% |
| Admin fee / account holder | $13,692 | $3,932+248.2% | $8,159+67.8% | $4,645+194.7% |