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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 | $87,128 | $146,267-40.4% | $197,124-55.8% | $82,448+5.7% |
| Participation rate | 69.0% | 84.0%-15.0pp | 86.7%-17.7pp | 68.1%+1.0pp |
| Annual return | 15.63% | 29.61%-14.0pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,363 | $4,723-50.0% | $6,227-62.1% | $2,551-7.4% |
| Participant deferral / active EE | $3,065 | $7,035-56.4% | $9,135-66.4% | $4,139-25.9% |
| Admin fee / account holder | $1,433 | $14,422-90.1% | $16,298-91.2% | $7,234-80.2% |