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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 | $99,960 | $99,875+0.1% | $146,866-31.9% | $86,983+14.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 16.35% | 28.10%-11.8pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,724 | $3,224-46.5% | $4,425-61.0% | $2,584-33.3% |
| Participant deferral / active EE | $1,085 | $6,322-82.8% | $7,759-86.0% | $4,194-74.1% |
| Admin fee / account holder | $8,599 | $7,838+9.7% | $13,620-36.9% | $7,856+9.5% |