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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 | $79,978 | $65,364+22.4% | $92,909-13.9% | $72,975+9.6% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 22.83% | 42.11%-19.3pp | 109.44%-86.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,146 | $2,594-55.8% | $3,653-68.6% | $2,440-53.0% |
| Participant deferral / active EE | $1,291 | $3,128-58.7% | $4,238-69.5% | $3,608-64.2% |
| Admin fee / account holder | $11,736 | $4,251+176.1% | $5,795+102.5% | $5,124+129.0% |