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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 | $90,692 | $94,031-3.6% | $115,768-21.7% | $82,448+10.0% |
| Participation rate | 19.1% | 70.4%-51.3pp | 74.4%-55.2pp | 68.1%-48.9pp |
| Annual return | 17.35% | 20.61%-3.3pp | 100.46%-83.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,143 | $2,323-50.8% | $2,940-61.1% | $2,551-55.2% |
| Participant deferral / active EE | $1,143 | $3,972-71.2% | $4,917-76.7% | $4,139-72.4% |
| Admin fee / account holder | $518 | $10,249-94.9% | $12,439-95.8% | $7,234-92.8% |