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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 | $77,063 | $91,439-15.7% | $135,974-43.3% | $71,511+7.8% |
| Participation rate | 36.2% | 75.7%-39.4pp | 81.9%-45.7pp | 67.9%-31.7pp |
| Annual return | 22.47% | 29.90%-7.4pp | 68.30%-45.8pp | 28.86%-6.4pp |
| Employer contribution / active EE | $1,112 | $3,705-70.0% | $4,859-77.1% | $2,589-57.1% |
| Participant deferral / active EE | $1,939 | $7,093-72.7% | $7,760-75.0% | $4,291-54.8% |
| Admin fee / account holder | $2,179 | $1,267+72.0% | $10,767-79.8% | $1,588+37.2% |