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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 | $104,557 | $102,429+2.1% | $147,096-28.9% | $80,925+29.2% |
| Participation rate | 45.1% | 75.9%-30.8pp | 82.2%-37.1pp | 67.7%-22.6pp |
| Annual return | 20.39% | 135.02%-114.6pp | 419.75%-399.4pp | 35.65%-15.3pp |
| Employer contribution / active EE | $1,318 | $3,716-64.5% | $4,936-73.3% | $2,756-52.2% |
| Participant deferral / active EE | $2,136 | $6,649-67.9% | $8,071-73.5% | $4,299-50.3% |
| Admin fee / account holder | $2,760 | $7,957-65.3% | $13,005-78.8% | $6,940-60.2% |