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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 | $95,453+10.2% | $112,040-6.2% | $82,448+27.5% |
| Participation rate | 46.3% | 72.8%-26.4pp | 76.5%-30.2pp | 68.1%-21.7pp |
| Annual return | 15.27% | 23.92%-8.7pp | 24.52%-9.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $878 | $2,318-62.1% | $2,954-70.3% | $2,551-65.6% |
| Participant deferral / active EE | $1,554 | $4,224-63.2% | $5,098-69.5% | $4,139-62.5% |
| Admin fee / account holder | $31,326 | $9,013+247.5% | $12,098+158.9% | $7,234+333.0% |