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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 | $89,963 | $138,385-35.0% | $184,243-51.2% | $80,925+11.2% |
| Participation rate | 46.9% | 83.9%-37.0pp | 86.8%-39.9pp | 67.7%-20.7pp |
| Annual return | 11.84% | 20.02%-8.2pp | 28.82%-17.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,012 | $4,851-58.5% | $6,427-68.7% | $2,756-27.0% |
| Participant deferral / active EE | $2,533 | $7,075-64.2% | $9,132-72.3% | $4,299-41.1% |
| Admin fee / account holder | $17,266 | $10,489+64.6% | $13,914+24.1% | $6,940+148.8% |