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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 | $108,396 | $98,766+9.8% | $149,730-27.6% | $79,852+35.7% |
| Participation rate | 26.7% | 75.8%-49.1pp | 82.5%-55.8pp | 69.6%-43.0pp |
| Annual return | 15.18% | 27.43%-12.3pp | 276.70%-261.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $2,428 | $3,217-24.5% | $4,645-47.7% | $2,471-1.7% |
| Participant deferral / active EE | $625 | $5,681-89.0% | $6,843-90.9% | $3,740-83.3% |
| Admin fee / account holder | $1,287 | $6,052-78.7% | $9,310-86.2% | $5,306-75.8% |