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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 | $113,893 | $102,429+11.2% | $147,096-22.6% | $80,925+40.7% |
| Participation rate | 47.4% | 75.9%-28.5pp | 82.2%-34.8pp | 67.7%-20.3pp |
| Annual return | 17.28% | 135.02%-117.7pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $984 | $3,716-73.5% | $4,936-80.1% | $2,756-64.3% |
| Participant deferral / active EE | $2,240 | $6,649-66.3% | $8,071-72.3% | $4,299-47.9% |
| Admin fee / account holder | $1,947 | $7,957-75.5% | $13,005-85.0% | $6,940-72.0% |