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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 | $101,288 | $112,729-10.1% | $98,716+2.6% | $137,256-26.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 14.17% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,723 | $2,725-0.1% | $2,279+19.5% | $4,156-34.5% |
| Participant deferral / active EE | $459 | $4,640-90.1% | $4,048-88.7% | $6,407-92.8% |
| Admin fee / account holder | $2,845 | $10,129-71.9% | $8,703-67.3% | $12,270-76.8% |