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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 | $97,598 | $67,411+44.8% | $91,004+7.2% | $70,126+39.2% |
| Participation rate | 54.4% | 71.4%-17.0pp | 75.6%-21.2pp | 69.5%-15.2pp |
| Annual return | 17.22% | -40.16%+57.4pp | 4.60%+12.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $409 | $1,786-77.1% | $2,456-83.4% | $2,343-82.6% |
| Participant deferral / active EE | $1,049 | $2,823-62.8% | $3,548-70.4% | $3,332-68.5% |
| Admin fee / account holder | $2,378 | $4,236-43.9% | $5,417-56.1% | $4,645-48.8% |