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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 | $104,800 | $78,423+33.6% | $95,964+9.2% | $79,856+31.2% |
| Participation rate | 58.3% | 73.5%-15.2pp | 77.1%-18.8pp | 69.6%-11.3pp |
| Annual return | 14.57% | 19.37%-4.8pp | 91.64%-77.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,259 | $1,945-35.3% | $2,541-50.5% | $2,471-49.1% |
| Participant deferral / active EE | $1,468 | $3,440-57.3% | $4,167-64.8% | $3,741-60.8% |
| Admin fee / account holder | $6,402 | $5,622+13.9% | $6,797-5.8% | $5,306+20.6% |