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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 | $114,757 | $167,415-31.5% | $140,514-18.3% | $198,609-42.2% |
| Participation rate | 62.5% | 80.9%-18.4pp | 77.8%-15.3pp | 82.4%-19.9pp |
| Annual return | 7.10% | 13.85%-6.8pp | 14.36%-7.3pp | 202.70%-195.6pp |
| Employer contribution / active EE | $1,300 | $4,088-68.2% | $3,378-61.5% | $5,055-74.3% |
| Participant deferral / active EE | $2,269 | $5,579-59.3% | $4,919-53.9% | $6,977-67.5% |
| Admin fee / account holder | $27,247 | $16,730+62.9% | $13,697+98.9% | $19,030+43.2% |