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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 | $92,680 | $93,345-0.7% | $119,126-22.2% | $87,485+5.9% |
| Participation rate | 64.6% | 68.7%-4.2pp | 75.8%-11.2pp | 68.9%-4.3pp |
| Annual return | 13.65% | 19.08%-5.4pp | 282.11%-268.5pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,132 | $3,172-64.3% | $4,034-71.9% | $2,596-56.4% |
| Participant deferral / active EE | $1,750 | $4,099-57.3% | $5,318-67.1% | $4,274-59.0% |
| Admin fee / account holder | $2,234 | $8,039-72.2% | $10,693-79.1% | $7,775-71.3% |