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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 | $99,665 | $78,423+27.1% | $95,964+3.9% | $79,856+24.8% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 19.81% | 19.37%+0.4pp | 91.64%-71.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $483 | $1,945-75.2% | $2,541-81.0% | $2,471-80.4% |
| Participant deferral / active EE | $1,373 | $3,440-60.1% | $4,167-67.1% | $3,741-63.3% |
| Admin fee / account holder | $2,949 | $5,622-47.5% | $6,797-56.6% | $5,306-44.4% |