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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 | $73,203 | $95,593-23.4% | $121,663-39.8% | $64,728+13.1% |
| Participation rate | 33.3% | 74.9%-41.6pp | 74.5%-41.2pp | 57.9%-24.6pp |
| Annual return | 17.08% | 11.26%+5.8pp | 147.54%-130.5pp | 49.38%-32.3pp |
| Employer contribution / active EE | $1,015 | $4,093-75.2% | $3,020-66.4% | $2,243-54.7% |
| Participant deferral / active EE | $1,658 | $3,994-58.5% | $4,887-66.1% | $2,729-39.3% |
| Admin fee / account holder | $5,238 | $813+544.2% | $14,289-63.3% | $1,145+357.4% |