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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 | $106,451 | $138,393-23.1% | $184,256-42.2% | $80,959+31.5% |
| Participation rate | 51.5% | 83.9%-32.4pp | 86.8%-35.3pp | 67.7%-16.2pp |
| Annual return | 14.11% | 20.01%-5.9pp | 28.85%-14.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,266 | $4,847-53.2% | $6,427-64.7% | $2,757-17.8% |
| Participant deferral / active EE | $3,092 | $7,076-56.3% | $9,133-66.2% | $4,300-28.1% |
| Admin fee / account holder | $2,552 | $10,489-75.7% | $13,899-81.6% | $6,925-63.1% |