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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 | $108,825-9.4% | $156,181-36.9% | $82,448+19.6% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 13.60% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,334 | $2,870-53.5% | $4,294-68.9% | $2,551-47.7% |
| Participant deferral / active EE | $1,849 | $4,577-59.6% | $6,132-69.8% | $4,139-55.3% |
| Admin fee / account holder | $27,662 | $9,341+196.1% | $14,586+89.6% | $7,234+282.4% |