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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 | $119,937 | $123,793-3.1% | $177,848-32.6% | $79,856+50.2% |
| Participation rate | 30.2% | 84.7%-54.4pp | 87.7%-57.5pp | 69.6%-39.4pp |
| Annual return | 12.32% | 22.82%-10.5pp | 48.33%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,851 | $4,095-54.8% | $5,919-68.7% | $2,471-25.1% |
| Participant deferral / active EE | $1,863 | $5,956-68.7% | $7,714-75.8% | $3,741-50.2% |
| Admin fee / account holder | $1,087 | $7,243-85.0% | $12,431-91.3% | $5,306-79.5% |