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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 | $92,302 | $106,974-13.7% | $90,796+1.7% | $138,895-33.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 15.31% | 20.10%-4.8pp | 19.29%-4.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $762 | $2,609-70.8% | $2,294-66.8% | $4,194-81.8% |
| Participant deferral / active EE | $849 | $4,455-80.9% | $3,822-77.8% | $6,396-86.7% |
| Admin fee / account holder | $2,361 | $8,626-72.6% | $7,024-66.4% | $12,562-81.2% |