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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 | $86,624 | $72,027+20.3% | $185,861-53.4% | $79,856+8.5% |
| Participation rate | 51.7% | 65.8%-14.0pp | 78.0%-26.3pp | 69.6%-17.9pp |
| Annual return | 12.59% | 23.13%-10.5pp | 35.96%-23.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,664 | $1,965+137.3% | $4,088+14.1% | $2,471+88.7% |
| Participant deferral / active EE | $912 | $3,780-75.9% | $5,634-83.8% | $3,741-75.6% |
| Admin fee / account holder | $4,140 | $4,513-8.3% | $9,503-56.4% | $5,306-22.0% |