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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 | $145,431-26.6% | $211,142-49.4% | $87,485+22.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 87.3%-37.3pp | 68.9%-18.9pp |
| Annual return | 15.65% | 27.21%-11.6pp | 46.84%-31.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,788 | $4,662-61.6% | $6,442-72.2% | $2,596-31.1% |
| Participant deferral / active EE | $2,371 | $6,859-65.4% | $9,284-74.5% | $4,274-44.5% |
| Admin fee / account holder | $10,239 | $17,052-40.0% | $19,076-46.3% | $7,775+31.7% |