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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 | $93,584 | $95,453-2.0% | $112,040-16.5% | $82,448+13.5% |
| Participation rate | 47.9% | 72.8%-24.8pp | 76.5%-28.5pp | 68.1%-20.1pp |
| Annual return | 18.24% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,070 | $2,318-53.8% | $2,954-63.8% | $2,551-58.0% |
| Participant deferral / active EE | $1,759 | $4,224-58.4% | $5,098-65.5% | $4,139-57.5% |
| Admin fee / account holder | $19,914 | $9,013+120.9% | $12,098+64.6% | $7,234+175.3% |