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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 | $109,359 | $145,431-24.8% | $211,142-48.2% | $87,485+25.0% |
| Participation rate | 69.0% | 84.7%-15.8pp | 87.3%-18.3pp | 68.9%0pp |
| Annual return | 14.68% | 27.21%-12.5pp | 46.84%-32.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,178 | $4,662-53.3% | $6,442-66.2% | $2,596-16.1% |
| Participant deferral / active EE | $2,932 | $6,859-57.3% | $9,284-68.4% | $4,274-31.4% |
| Admin fee / account holder | $4,069 | $17,052-76.1% | $19,076-78.7% | $7,775-47.7% |