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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 | $84,258 | $93,617-10.0% | $135,982-38.0% | $75,177+12.1% |
| Participation rate | 42.1% | 75.2%-33.1pp | 81.9%-39.8pp | 67.2%-25.1pp |
| Annual return | 24.63% | 30.89%-6.3pp | 68.32%-43.7pp | 160.75%-136.1pp |
| Employer contribution / active EE | $1,485 | $3,538-58.0% | $4,859-69.4% | $2,671-44.4% |
| Participant deferral / active EE | $2,448 | $6,406-61.8% | $7,760-68.4% | $4,126-40.7% |
| Admin fee / account holder | $10,870 | $6,980+55.7% | $10,767+1.0% | $5,651+92.3% |