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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 | $85,862 | $78,197+9.8% | $98,090-12.5% | $82,637+3.9% |
| Participation rate | 60.7% | 77.5%-16.8pp | 81.5%-20.8pp | 68.1%-7.3pp |
| Annual return | 17.04% | 40.25%-23.2pp | 37.05%-20.0pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,294 | $2,605-50.3% | $3,606-64.1% | $2,552-49.3% |
| Participant deferral / active EE | $2,066 | $6,636-68.9% | $7,845-73.7% | $4,126-49.9% |
| Admin fee / account holder | $2,410 | $14,832-83.7% | $11,815-79.6% | $7,339-67.2% |