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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 | $100,914 | $102,429-1.5% | $147,096-31.4% | $80,925+24.7% |
| Participation rate | 67.1% | 75.9%-8.7pp | 82.2%-15.0pp | 67.7%-0.5pp |
| Annual return | 14.32% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,034 | $3,716-72.2% | $4,936-79.0% | $2,756-62.5% |
| Participant deferral / active EE | $2,240 | $6,649-66.3% | $8,071-72.2% | $4,299-47.9% |
| Admin fee / account holder | $13,609 | $7,957+71.0% | $13,005+4.6% | $6,940+96.1% |