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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 | $110,137-2.2% | $161,149-33.1% | $82,637+30.4% |
| Participation rate | 43.8% | 72.4%-28.6pp | 78.8%-35.1pp | 68.1%-24.3pp |
| Annual return | 15.87% | 20.69%-4.8pp | 21.16%-5.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,875 | $2,856-34.3% | $4,360-57.0% | $2,552-26.5% |
| Participant deferral / active EE | $1,602 | $4,575-65.0% | $6,153-74.0% | $4,126-61.2% |
| Admin fee / account holder | $4,800 | $9,467-49.3% | $15,194-68.4% | $7,339-34.6% |