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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 | $108,467 | $132,310-18.0% | $105,754+2.6% | $273,972-60.4% |
| Participation rate | 69.2% | 83.2%-14.0pp | 78.9%-9.7pp | 83.0%-13.8pp |
| Annual return | 5.09% | 10.08%-5.0pp | 12.25%-7.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,599 | $4,867-67.1% | $4,079-60.8% | $4,869-67.2% |
| Participant deferral / active EE | $59 | $6,233-99.1% | $5,326-98.9% | $5,287-98.9% |
| Admin fee / account holder | $11,794 | $12,036-2.0% | $8,309+41.9% | $10,133+16.4% |