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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 | $82,597 | $106,749-22.6% | $145,433-43.2% | $82,448+0.2% |
| Participation rate | 17.8% | 75.6%-57.9pp | 82.1%-64.3pp | 68.1%-50.3pp |
| Annual return | 16.98% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $855 | $3,444-75.2% | $4,554-81.2% | $2,551-66.5% |
| Participant deferral / active EE | $2,115 | $6,519-67.6% | $7,897-73.2% | $4,139-48.9% |
| Admin fee / account holder | $12,940 | $8,390+54.2% | $13,129-1.4% | $7,234+78.9% |