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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 | $100,929 | $78,425+28.7% | $95,956+5.2% | $79,858+26.4% |
| Participation rate | 51.4% | 73.5%-22.1pp | 77.1%-25.7pp | 69.6%-18.2pp |
| Annual return | 24.07% | 19.37%+4.7pp | 91.63%-67.6pp | 31.72%-7.6pp |
| Employer contribution / active EE | $597 | $1,945-69.3% | $2,541-76.5% | $2,471-75.8% |
| Participant deferral / active EE | $1,483 | $3,440-56.9% | $4,167-64.4% | $3,740-60.4% |
| Admin fee / account holder | $10,012 | $5,622+78.1% | $6,797+47.3% | $5,306+88.7% |