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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 | $98,465 | $95,453+3.2% | $112,040-12.1% | $82,448+19.4% |
| Participation rate | 32.1% | 72.8%-40.6pp | 76.5%-44.3pp | 68.1%-35.9pp |
| Annual return | 15.18% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $796 | $2,318-65.7% | $2,954-73.1% | $2,551-68.8% |
| Participant deferral / active EE | $1,532 | $4,224-63.7% | $5,098-69.9% | $4,139-63.0% |
| Admin fee / account holder | $16,090 | $9,013+78.5% | $12,098+33.0% | $7,234+122.4% |