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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 | $83,068 | $93,589-11.2% | $135,942-38.9% | $75,181+10.5% |
| Participation rate | 34.1% | 75.2%-41.0pp | 81.9%-47.8pp | 67.2%-33.1pp |
| Annual return | 17.56% | 30.90%-13.3pp | 68.28%-50.7pp | 160.69%-143.1pp |
| Employer contribution / active EE | $1,636 | $3,537-53.7% | $4,858-66.3% | $2,671-38.7% |
| Participant deferral / active EE | $2,432 | $6,405-62.0% | $7,759-68.7% | $4,126-41.1% |
| Admin fee / account holder | $4,428 | $6,977-36.5% | $10,764-58.9% | $5,650-21.6% |