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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 | $146,267-25.2% | $197,124-44.5% | $82,448+32.6% |
| Participation rate | 69.0% | 84.0%-15.1pp | 86.7%-17.7pp | 68.1%+0.9pp |
| Annual return | 14.68% | 29.61%-14.9pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,178 | $4,723-53.9% | $6,227-65.0% | $2,551-14.6% |
| Participant deferral / active EE | $2,932 | $7,035-58.3% | $9,135-67.9% | $4,139-29.2% |
| Admin fee / account holder | $4,069 | $14,422-71.8% | $16,298-75.0% | $7,234-43.8% |