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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 | $79,570 | $76,551+3.9% | $123,894-35.8% | $62,881+26.5% |
| Participation rate | 55.6% | 73.0%-17.4pp | 81.4%-25.9pp | 69.3%-13.7pp |
| Annual return | 6.81% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,713 | $2,882+28.8% | $4,617-19.6% | $2,281+62.8% |
| Participant deferral / active EE | $572 | $4,840-88.2% | $5,984-90.4% | $3,203-82.1% |
| Admin fee / account holder | $1,713 | $4,826-64.5% | $8,357-79.5% | $4,296-60.1% |