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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 | $107,292 | $146,267-26.6% | $197,124-45.6% | $82,448+30.1% |
| Participation rate | 49.4% | 84.0%-34.6pp | 86.7%-37.3pp | 68.1%-18.6pp |
| Annual return | 30.10% | 29.61%+0.5pp | 44.34%-14.2pp | 41.64%-11.5pp |
| Employer contribution / active EE | $1,773 | $4,723-62.5% | $6,227-71.5% | $2,551-30.5% |
| Participant deferral / active EE | $2,263 | $7,035-67.8% | $9,135-75.2% | $4,139-45.3% |
| Admin fee / account holder | $6,100 | $14,422-57.7% | $16,298-62.6% | $7,234-15.7% |