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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 | $107,843 | $106,749+1.0% | $145,433-25.8% | $82,448+30.8% |
| Participation rate | 62.9% | 75.6%-12.8pp | 82.1%-19.3pp | 68.1%-5.2pp |
| Annual return | 14.23% | 27.59%-13.4pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $879 | $3,444-74.5% | $4,554-80.7% | $2,551-65.6% |
| Participant deferral / active EE | $1,972 | $6,519-69.8% | $7,897-75.0% | $4,139-52.4% |
| Admin fee / account holder | $7,305 | $8,390-12.9% | $13,129-44.4% | $7,234+1.0% |