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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 | $89,156 | $102,429-13.0% | $147,096-39.4% | $80,925+10.2% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 27.87% | 135.02%-107.2pp | 419.75%-391.9pp | 35.65%-7.8pp |
| Employer contribution / active EE | $1,821 | $3,716-51.0% | $4,936-63.1% | $2,756-33.9% |
| Participant deferral / active EE | $2,371 | $6,649-64.3% | $8,071-70.6% | $4,299-44.8% |
| Admin fee / account holder | $5,803 | $7,957-27.1% | $13,005-55.4% | $6,940-16.4% |