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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 | $106,759 | $146,267-27.0% | $197,124-45.8% | $82,448+29.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 86.7%-36.7pp | 68.1%-18.1pp |
| Annual return | 15.65% | 29.61%-14.0pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,788 | $4,723-62.1% | $6,227-71.3% | $2,551-29.9% |
| Participant deferral / active EE | $2,371 | $7,035-66.3% | $9,135-74.0% | $4,139-42.7% |
| Admin fee / account holder | $10,239 | $14,422-29.0% | $16,298-37.2% | $7,234+41.5% |