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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 | $105,763 | $97,648+8.3% | $121,663-13.1% | $87,485+20.9% |
| Participation rate | 30.2% | 70.5%-40.3pp | 74.5%-44.3pp | 68.9%-38.8pp |
| Annual return | 20.55% | 18.03%+2.5pp | 147.54%-127.0pp | 26.06%-5.5pp |
| Employer contribution / active EE | $923 | $2,300-59.9% | $3,020-69.4% | $2,596-64.4% |
| Participant deferral / active EE | $1,615 | $3,923-58.8% | $4,887-67.0% | $4,274-62.2% |
| Admin fee / account holder | $11,280 | $11,100+1.6% | $14,289-21.1% | $7,775+45.1% |