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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 | $81,852 | $91,559-10.6% | $133,978-38.9% | $79,856+2.5% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | 11.78% | 61.85%-50.1pp | 45.10%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $687 | $2,384-71.2% | $3,919-82.5% | $2,471-72.2% |
| Participant deferral / active EE | $1,519 | $3,734-59.3% | $5,047-69.9% | $3,741-59.4% |
| Admin fee / account holder | $8,850 | $6,321+40.0% | $8,930-0.9% | $5,306+66.8% |