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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 | $78,909 | $78,423+0.6% | $95,964-17.8% | $79,856-1.2% |
| Participation rate | 56.6% | 73.5%-16.9pp | 77.1%-20.5pp | 69.6%-13.0pp |
| Annual return | 13.40% | 19.37%-6.0pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $985 | $1,945-49.4% | $2,541-61.3% | $2,471-60.2% |
| Participant deferral / active EE | $1,365 | $3,440-60.3% | $4,167-67.2% | $3,741-63.5% |
| Admin fee / account holder | $2,819 | $5,622-49.9% | $6,797-58.5% | $5,306-46.9% |