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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 | $84,896 | $95,404-11.0% | $113,397-25.1% | $82,637+2.7% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.5%-40.5pp | 68.1%-32.1pp |
| Annual return | 15.88% | 19.08%-3.2pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $999 | $2,307-56.7% | $2,977-66.5% | $2,552-60.9% |
| Participant deferral / active EE | $1,457 | $4,220-65.5% | $5,076-71.3% | $4,126-64.7% |
| Admin fee / account holder | $64,333 | $9,168+601.7% | $11,957+438.0% | $7,339+776.6% |