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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 | $82,836 | $94,436-12.3% | $115,599-28.3% | $82,637+0.2% |
| Participation rate | 33.0% | 70.4%-37.4pp | 74.3%-41.3pp | 68.1%-35.1pp |
| Annual return | 13.81% | 18.37%-4.6pp | 111.10%-97.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $849 | $2,324-63.5% | $2,955-71.3% | $2,552-66.7% |
| Participant deferral / active EE | $1,507 | $3,955-61.9% | $4,889-69.2% | $4,126-63.5% |
| Admin fee / account holder | $3,852 | $10,328-62.7% | $12,841-70.0% | $7,339-47.5% |