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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 | $94,031-11.9% | $115,768-28.4% | $82,448+0.5% |
| Participation rate | 33.0% | 70.4%-37.4pp | 74.4%-41.4pp | 68.1%-35.1pp |
| Annual return | 13.81% | 20.61%-6.8pp | 100.46%-86.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $849 | $2,323-63.5% | $2,940-71.1% | $2,551-66.7% |
| Participant deferral / active EE | $1,507 | $3,972-62.1% | $4,917-69.4% | $4,139-63.6% |
| Admin fee / account holder | $3,852 | $10,249-62.4% | $12,439-69.0% | $7,234-46.8% |