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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 | $118,920 | $98,766+20.4% | $149,730-20.6% | $79,852+48.9% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.5%-27.3pp | 69.6%-14.5pp |
| Annual return | 15.03% | 27.43%-12.4pp | 276.70%-261.7pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,048 | $3,217-67.4% | $4,645-77.4% | $2,471-57.6% |
| Participant deferral / active EE | $1,851 | $5,681-67.4% | $6,843-73.0% | $3,740-50.5% |
| Admin fee / account holder | $2,510 | $6,052-58.5% | $9,310-73.0% | $5,306-52.7% |