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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 | $73,944 | $126,661-41.6% | $113,397-34.8% | $138,895-46.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 23.82% | 25.05%-1.2pp | 23.20%+0.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,180 | $3,456-65.9% | $2,977-60.4% | $4,194-71.9% |
| Participant deferral / active EE | $1,180 | $5,693-79.3% | $5,076-76.8% | $6,396-81.6% |
| Admin fee / account holder | $33,625 | $14,549+131.1% | $11,957+181.2% | $12,562+167.7% |