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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 | $108,068 | $98,776+9.4% | $149,745-27.8% | $79,856+35.3% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.5%-62.5pp | 69.6%-49.6pp |
| Annual return | 17.76% | 27.38%-9.6pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $989 | $3,217-69.3% | $4,646-78.7% | $2,471-60.0% |
| Participant deferral / active EE | $2,346 | $5,681-58.7% | $6,843-65.7% | $3,741-37.3% |
| Admin fee / account holder | $6,429 | $6,053+6.2% | $9,312-31.0% | $5,306+21.1% |