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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 | $106,864-6.5% | $147,318-32.1% | $82,637+21.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 16.35% | 27.49%-11.1pp | 70.43%-54.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,724 | $3,417-49.5% | $4,593-62.5% | $2,552-32.4% |
| Participant deferral / active EE | $1,085 | $6,496-83.3% | $7,906-86.3% | $4,126-73.7% |
| Admin fee / account holder | $8,599 | $8,415+2.2% | $13,708-37.3% | $7,339+17.2% |