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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 | $81,497 | $65,027+25.3% | $90,970-10.4% | $79,852+2.1% |
| Participation rate | 41.4% | 61.6%-20.2pp | 69.0%-27.6pp | 69.6%-28.3pp |
| Annual return | 14.13% | 30.45%-16.3pp | 134.58%-120.4pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,105 | $1,247-11.4% | $2,122-47.9% | $2,471-55.3% |
| Participant deferral / active EE | $1,052 | $2,512-58.1% | $3,373-68.8% | $3,740-71.9% |
| Admin fee / account holder | $1,753 | $4,535-61.3% | $5,960-70.6% | $5,306-67.0% |