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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 | $84,454 | $102,385-17.5% | $147,080-42.6% | $80,935+4.3% |
| Participation rate | 28.6% | 75.9%-47.3pp | 82.2%-53.6pp | 67.7%-39.1pp |
| Annual return | 14.79% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,779 | $3,717-25.2% | $4,933-43.7% | $2,757+0.8% |
| Participant deferral / active EE | $1,044 | $6,651-84.3% | $8,066-87.1% | $4,299-75.7% |
| Admin fee / account holder | $815 | $7,951-89.7% | $12,989-93.7% | $6,924-88.2% |