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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 | $106,864+0.9% | $147,318-26.8% | $82,637+30.5% |
| Participation rate | 62.9% | 75.5%-12.6pp | 82.1%-19.2pp | 68.1%-5.2pp |
| Annual return | 14.23% | 27.49%-13.3pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $879 | $3,417-74.3% | $4,593-80.9% | $2,552-65.6% |
| Participant deferral / active EE | $1,972 | $6,496-69.6% | $7,906-75.1% | $4,126-52.2% |
| Admin fee / account holder | $7,305 | $8,415-13.2% | $13,708-46.7% | $7,339-0.5% |