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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 | $93,847 | $67,411+39.2% | $91,004+3.1% | $70,126+33.8% |
| Participation rate | 23.1% | 71.4%-48.3pp | 75.6%-52.5pp | 69.5%-46.5pp |
| Annual return | 15.66% | -40.16%+55.8pp | 4.60%+11.1pp | 73.15%-57.5pp |
| Employer contribution / active EE | $985 | $1,786-44.9% | $2,456-59.9% | $2,343-58.0% |
| Participant deferral / active EE | $1,062 | $2,823-62.4% | $3,548-70.1% | $3,332-68.1% |
| Admin fee / account holder | $4,670 | $4,236+10.2% | $5,417-13.8% | $4,645+0.5% |