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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 | $99,243 | $69,977+41.8% | $108,582-8.6% | $62,881+57.8% |
| Participation rate | 40.0% | 72.9%-32.9pp | 79.6%-39.6pp | 69.3%-29.3pp |
| Annual return | 5.89% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $778 | $2,135-63.6% | $3,758-79.3% | $2,281-65.9% |
| Participant deferral / active EE | $1,197 | $3,165-62.2% | $4,311-72.2% | $3,203-62.6% |
| Admin fee / account holder | $1,478 | $5,076-70.9% | $7,645-80.7% | $4,296-65.6% |