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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 | $95,173 | $78,423+21.4% | $95,964-0.8% | $79,856+19.2% |
| Participation rate | 48.6% | 73.5%-24.8pp | 77.1%-28.4pp | 69.6%-21.0pp |
| Annual return | 13.42% | 19.37%-6.0pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $658 | $1,945-66.2% | $2,541-74.1% | $2,471-73.4% |
| Participant deferral / active EE | $1,529 | $3,440-55.5% | $4,167-63.3% | $3,741-59.1% |
| Admin fee / account holder | $9,225 | $5,622+64.1% | $6,797+35.7% | $5,306+73.9% |