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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 | $75,384 | $76,551-1.5% | $123,894-39.2% | $62,881+19.9% |
| Participation rate | 19.8% | 73.0%-53.2pp | 81.4%-61.7pp | 69.3%-49.6pp |
| Annual return | 11.23% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $698 | $2,882-75.8% | $4,617-84.9% | $2,281-69.4% |
| Participant deferral / active EE | $1,866 | $4,840-61.5% | $5,984-68.8% | $3,203-41.8% |
| Admin fee / account holder | $7,335 | $4,826+52.0% | $8,357-12.2% | $4,296+70.7% |