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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 | $85,410 | $78,428+8.9% | $95,960-11.0% | $79,852+7.0% |
| Participation rate | 53.1% | 73.5%-20.4pp | 77.1%-24.0pp | 69.6%-16.6pp |
| Annual return | 12.89% | 19.37%-6.5pp | 91.63%-78.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $534 | $1,945-72.5% | $2,541-79.0% | $2,471-78.4% |
| Participant deferral / active EE | $1,470 | $3,440-57.3% | $4,167-64.7% | $3,740-60.7% |
| Admin fee / account holder | $3,071 | $5,622-45.4% | $6,797-54.8% | $5,306-42.1% |