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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 | $84,997 | $58,828+44.5% | $78,002+9.0% | $62,881+35.2% |
| Participation rate | 60.4% | 71.1%-10.6pp | 75.5%-15.1pp | 69.3%-8.9pp |
| Annual return | 6.13% | 17.16%-11.0pp | 425.99%-419.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,509 | $1,672+109.9% | $2,470+42.1% | $2,281+53.9% |
| Participant deferral / active EE | $338 | $2,686-87.4% | $3,497-90.3% | $3,203-89.4% |
| Admin fee / account holder | $1,647 | $4,393-62.5% | $5,481-69.9% | $4,296-61.7% |