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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 | $102,087 | $69,511+46.9% | $94,672+7.8% | $71,529+42.7% |
| Participation rate | 31.5% | 78.4%-47.0pp | 80.8%-49.4pp | 67.9%-36.5pp |
| Annual return | 17.72% | 29.67%-11.9pp | 156.89%-139.2pp | 28.97%-11.2pp |
| Employer contribution / active EE | $1,060 | $2,853-62.8% | $3,673-71.1% | $2,590-59.1% |
| Participant deferral / active EE | $2,483 | $7,348-66.2% | $7,417-66.5% | $4,291-42.2% |
| Admin fee / account holder | $1,505 | $1,211+24.3% | $7,222-79.2% | $1,588-5.3% |