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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 | $97,550-4.1% | $120,344-22.2% | $87,485+7.0% |
| Participation rate | 47.9% | 72.8%-24.9pp | 76.7%-28.8pp | 68.9%-21.0pp |
| Annual return | 18.24% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,070 | $2,291-53.3% | $3,020-64.6% | $2,596-58.8% |
| Participant deferral / active EE | $1,759 | $4,230-58.4% | $5,135-65.7% | $4,274-58.8% |
| Admin fee / account holder | $19,914 | $9,543+108.7% | $12,742+56.3% | $7,775+156.1% |