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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 | $92,854 | $97,550-4.8% | $120,344-22.8% | $87,485+6.1% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.7%-22.9pp | 68.9%-15.1pp |
| Annual return | 11.90% | 18.41%-6.5pp | 20.30%-8.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,391 | $2,291-39.3% | $3,020-54.0% | $2,596-46.4% |
| Participant deferral / active EE | $1,901 | $4,230-55.1% | $5,135-63.0% | $4,274-55.5% |
| Admin fee / account holder | $2,582 | $9,543-72.9% | $12,742-79.7% | $7,775-66.8% |