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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 | $116,491 | $138,385-15.8% | $184,243-36.8% | $80,925+44.0% |
| Participation rate | 69.0% | 83.9%-14.9pp | 86.8%-17.9pp | 67.7%+1.3pp |
| Annual return | 21.92% | 20.02%+1.9pp | 28.82%-6.9pp | 35.65%-13.7pp |
| Employer contribution / active EE | $3,124 | $4,851-35.6% | $6,427-51.4% | $2,756+13.3% |
| Participant deferral / active EE | $2,797 | $7,075-60.5% | $9,132-69.4% | $4,299-34.9% |
| Admin fee / account holder | $6,768 | $10,489-35.5% | $13,914-51.4% | $6,940-2.5% |