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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 | $108,145 | $142,972-24.4% | $214,702-49.6% | $86,983+24.3% |
| Participation rate | 32.5% | 84.9%-52.4pp | 87.5%-55.0pp | 69.5%-37.0pp |
| Annual return | 15.14% | 18.49%-3.3pp | 54.55%-39.4pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,537 | $4,635-66.8% | $6,461-76.2% | $2,584-40.5% |
| Participant deferral / active EE | $2,631 | $6,568-59.9% | $9,147-71.2% | $4,194-37.3% |
| Admin fee / account holder | $3,660 | $17,617-79.2% | $19,830-81.5% | $7,856-53.4% |