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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 | $68,924 | $64,517+6.8% | $81,438-15.4% | $80,874-14.8% |
| Participation rate | 51.4% | 63.9%-12.5pp | 69.5%-18.1pp | 67.6%-16.2pp |
| Annual return | 10.92% | 16.35%-5.4pp | 24.74%-13.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,896 | $1,982+46.1% | $2,460+17.7% | $2,756+5.1% |
| Participant deferral / active EE | $310 | $3,096-90.0% | $3,883-92.0% | $4,297-92.8% |
| Admin fee / account holder | $17,467 | $5,677+207.7% | $5,764+203.1% | $6,935+151.9% |