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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 | $80,857 | $83,090-2.7% | $130,062-37.8% | $71,529+13.0% |
| Participation rate | 38.2% | 74.1%-35.9pp | 78.5%-40.3pp | 67.9%-29.7pp |
| Annual return | 14.82% | 20.61%-5.8pp | -137.37%+152.2pp | 28.97%-14.2pp |
| Employer contribution / active EE | $1,087 | $2,624-58.6% | $4,322-74.8% | $2,590-58.0% |
| Participant deferral / active EE | $1,966 | $4,436-55.7% | $5,821-66.2% | $4,291-54.2% |
| Admin fee / account holder | $13,605 | $1,727+687.8% | $10,601+28.3% | $1,588+756.5% |