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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 | $92,102 | $101,763-9.5% | $164,866-44.1% | $80,874+13.9% |
| Participation rate | 66.0% | 71.8%-5.9pp | 78.6%-12.6pp | 67.6%-1.7pp |
| Annual return | 17.42% | 16.73%+0.7pp | 69.97%-52.5pp | 35.62%-18.2pp |
| Employer contribution / active EE | $4,241 | $2,954+43.6% | $4,343-2.3% | $2,756+53.9% |
| Participant deferral / active EE | $1,872 | $4,477-58.2% | $6,033-69.0% | $4,297-56.4% |
| Admin fee / account holder | $2,573 | $8,228-68.7% | $12,689-79.7% | $6,935-62.9% |