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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 | $102,401 | $78,428+30.6% | $95,960+6.7% | $79,852+28.2% |
| Participation rate | 51.9% | 73.5%-21.6pp | 77.1%-25.2pp | 69.6%-17.8pp |
| Annual return | 16.75% | 19.37%-2.6pp | 91.63%-74.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $765 | $1,945-60.7% | $2,541-69.9% | $2,471-69.0% |
| Participant deferral / active EE | $1,489 | $3,440-56.7% | $4,167-64.3% | $3,740-60.2% |
| Admin fee / account holder | $7,341 | $5,622+30.6% | $6,797+8.0% | $5,306+38.3% |