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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 | $85,365 | $87,166-2.1% | $76,735+11.2% | $137,256-37.8% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.5%-8.0pp | 80.0%-18.4pp |
| Annual return | 11.15% | 26.50%-15.3pp | 29.77%-18.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $5,000 | $2,904+72.2% | $2,454+103.7% | $4,156+20.3% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,478 | $8,403-70.5% | $7,189-65.5% | $12,270-79.8% |