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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 | $84,480 | $98,766-14.5% | $149,730-43.6% | $79,852+5.8% |
| Participation rate | 47.3% | 75.8%-28.5pp | 82.5%-35.2pp | 69.6%-22.4pp |
| Annual return | 13.96% | 27.43%-13.5pp | 276.70%-262.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,392 | $3,217-56.7% | $4,645-70.0% | $2,471-43.7% |
| Participant deferral / active EE | $2,295 | $5,681-59.6% | $6,843-66.5% | $3,740-38.6% |
| Admin fee / account holder | $3,398 | $6,052-43.9% | $9,310-63.5% | $5,306-36.0% |