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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 | $98,584 | $110,137-10.5% | $161,149-38.8% | $82,637+19.3% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 13.60% | 20.69%-7.1pp | 21.16%-7.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,334 | $2,856-53.3% | $4,360-69.4% | $2,552-47.7% |
| Participant deferral / active EE | $1,849 | $4,575-59.6% | $6,153-69.9% | $4,126-55.2% |
| Admin fee / account holder | $27,662 | $9,467+192.2% | $15,194+82.1% | $7,339+276.9% |