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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 | $99,433 | $99,633-0.2% | $183,328-45.8% | $82,448+20.6% |
| Participation rate | 42.7% | 70.8%-28.1pp | 77.3%-34.7pp | 68.1%-25.4pp |
| Annual return | 12.92% | 17.84%-4.9pp | 29.67%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,119 | $3,256-65.6% | $5,055-77.9% | $2,551-56.1% |
| Participant deferral / active EE | $1,840 | $4,938-62.7% | $6,795-72.9% | $4,139-55.6% |
| Admin fee / account holder | $20,638 | $9,934+107.7% | $21,427-3.7% | $7,234+185.3% |