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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 | $44,171 | $125,797-64.9% | $170,043-74.0% | $75,173-41.2% |
| Participation rate | 68.8% | 83.6%-14.8pp | 87.0%-18.2pp | 67.2%+1.6pp |
| Annual return | 18.81% | 27.20%-8.4pp | 53.40%-34.6pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,604 | $4,616-65.3% | $6,790-76.4% | $2,671-39.9% |
| Participant deferral / active EE | $2,067 | $6,838-69.8% | $10,410-80.1% | $4,126-49.9% |
| Admin fee / account holder | $3,048 | $8,177-62.7% | $12,824-76.2% | $5,651-46.1% |