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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 | $123,073 | $84,953+44.9% | $163,379-24.7% | $82,637+48.9% |
| Participation rate | 47.4% | 65.9%-18.6pp | 76.8%-29.5pp | 68.1%-20.7pp |
| Annual return | 16.19% | 23.07%-6.9pp | 63.41%-47.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $7,844 | $2,183+259.4% | $3,752+109.0% | $2,552+207.4% |
| Participant deferral / active EE | $1,166 | $4,326-73.0% | $6,282-81.4% | $4,126-71.7% |
| Admin fee / account holder | $583 | $7,921-92.6% | $9,818-94.1% | $7,339-92.1% |