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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 | $81,892 | $86,891-5.8% | $142,460-42.5% | $75,181+8.9% |
| Participation rate | 30.8% | 68.5%-37.8pp | 76.8%-46.0pp | 67.2%-36.4pp |
| Annual return | 13.26% | 23.31%-10.1pp | 19.99%-6.7pp | 160.69%-147.4pp |
| Employer contribution / active EE | $2,576 | $3,355-23.2% | $4,847-46.9% | $2,671-3.5% |
| Participant deferral / active EE | $759 | $4,938-84.6% | $6,283-87.9% | $4,126-81.6% |
| Admin fee / account holder | $5,094 | $7,299-30.2% | $10,011-49.1% | $5,650-9.8% |