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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 | $110,271 | $117,846-6.4% | $102,434+7.7% | $145,884-24.4% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 12.77% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,255 | $3,615-65.3% | $3,023-58.5% | $4,662-73.1% |
| Participant deferral / active EE | $1,509 | $5,733-73.7% | $5,055-70.2% | $6,690-77.4% |
| Admin fee / account holder | $828 | $13,356-93.8% | $9,462-91.3% | $13,392-93.8% |