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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 | $96,305 | $138,393-30.4% | $184,256-47.7% | $80,959+19.0% |
| Participation rate | 48.3% | 83.9%-35.6pp | 86.8%-38.5pp | 67.7%-19.4pp |
| Annual return | 16.87% | 20.01%-3.1pp | 28.85%-12.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,649 | $4,847-66.0% | $6,427-74.3% | $2,757-40.2% |
| Participant deferral / active EE | $2,197 | $7,076-69.0% | $9,133-75.9% | $4,300-48.9% |
| Admin fee / account holder | $2,358 | $10,489-77.5% | $13,899-83.0% | $6,925-65.9% |