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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 | $107,761 | $108,825-1.0% | $156,181-31.0% | $82,448+30.7% |
| Participation rate | 43.8% | 72.4%-28.6pp | 78.8%-35.1pp | 68.1%-24.3pp |
| Annual return | 15.87% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,875 | $2,870-34.7% | $4,294-56.3% | $2,551-26.5% |
| Participant deferral / active EE | $1,602 | $4,577-65.0% | $6,132-73.9% | $4,139-61.3% |
| Admin fee / account holder | $4,800 | $9,341-48.6% | $14,586-67.1% | $7,234-33.7% |