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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 | $105,145 | $95,404+10.2% | $113,397-7.3% | $82,637+27.2% |
| Participation rate | 46.3% | 72.8%-26.5pp | 76.5%-30.2pp | 68.1%-21.7pp |
| Annual return | 15.27% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $878 | $2,307-61.9% | $2,977-70.5% | $2,552-65.6% |
| Participant deferral / active EE | $1,554 | $4,220-63.2% | $5,076-69.4% | $4,126-62.3% |
| Admin fee / account holder | $31,326 | $9,168+241.7% | $11,957+162.0% | $7,339+326.8% |