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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 | $100,784-1.3% | $191,597-48.1% | $82,637+20.3% |
| Participation rate | 42.7% | 70.5%-27.8pp | 76.9%-34.2pp | 68.1%-25.4pp |
| Annual return | 12.92% | 18.13%-5.2pp | 27.07%-14.2pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,119 | $3,102-63.9% | $5,025-77.7% | $2,552-56.2% |
| Participant deferral / active EE | $1,840 | $4,937-62.7% | $6,850-73.1% | $4,126-55.4% |
| Admin fee / account holder | $20,638 | $10,062+105.1% | $22,799-9.5% | $7,339+181.2% |