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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 | $114,712-14.8% | $173,730-43.8% | $87,485+11.7% |
| Participation rate | 60.5% | 73.0%-12.5pp | 79.6%-19.0pp | 68.9%-8.4pp |
| Annual return | 13.69% | 20.18%-6.5pp | 19.96%-6.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $881 | $2,904-69.7% | $4,577-80.7% | $2,596-66.1% |
| Participant deferral / active EE | $2,049 | $4,642-55.9% | $6,326-67.6% | $4,274-52.1% |
| Admin fee / account holder | $14,313 | $10,210+40.2% | $17,523-18.3% | $7,775+84.1% |