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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 | $97,693 | $123,478-20.9% | $216,567-54.9% | $94,015+3.9% |
| Participation rate | 60.5% | 75.1%-14.6pp | 81.6%-21.1pp | 70.8%-10.3pp |
| Annual return | 13.69% | 23.61%-9.9pp | 12.94%+0.7pp | 17.84%-4.2pp |
| Employer contribution / active EE | $881 | $3,136-71.9% | $5,216-83.1% | $2,790-68.4% |
| Participant deferral / active EE | $2,049 | $4,556-55.0% | $6,191-66.9% | $4,249-51.8% |
| Admin fee / account holder | $14,313 | $12,753+12.2% | $21,981-34.9% | $8,951+59.9% |