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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 | $90,519 | $98,776-8.4% | $149,745-39.6% | $79,856+13.4% |
| Participation rate | 28.2% | 75.8%-47.6pp | 82.5%-54.3pp | 69.6%-41.4pp |
| Annual return | 18.10% | 27.38%-9.3pp | 276.72%-258.6pp | 31.71%-13.6pp |
| Employer contribution / active EE | $767 | $3,217-76.2% | $4,646-83.5% | $2,471-69.0% |
| Participant deferral / active EE | $2,320 | $5,681-59.2% | $6,843-66.1% | $3,741-38.0% |
| Admin fee / account holder | $6,529 | $6,053+7.9% | $9,312-29.9% | $5,306+23.0% |