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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 | $80,526 | $78,428+2.7% | $95,960-16.1% | $79,852+0.8% |
| Participation rate | 41.8% | 73.5%-31.7pp | 77.1%-35.3pp | 69.6%-27.9pp |
| Annual return | 12.38% | 19.37%-7.0pp | 91.63%-79.3pp | 31.72%-19.3pp |
| Employer contribution / active EE | $784 | $1,945-59.7% | $2,541-69.1% | $2,471-68.3% |
| Participant deferral / active EE | $1,317 | $3,440-61.7% | $4,167-68.4% | $3,740-64.8% |
| Admin fee / account holder | $24,745 | $5,622+340.1% | $6,797+264.1% | $5,306+366.3% |