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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 | $99,561 | $87,059+14.4% | $105,608-5.7% | $80,925+23.0% |
| Participation rate | 31.4% | 70.4%-39.0pp | 75.3%-43.9pp | 67.7%-36.2pp |
| Annual return | 10.53% | 17.05%-6.5pp | 116.50%-106.0pp | 35.65%-25.1pp |
| Employer contribution / active EE | $737 | $2,396-69.2% | $3,167-76.7% | $2,756-73.3% |
| Participant deferral / active EE | $1,644 | $3,986-58.7% | $5,010-67.2% | $4,299-61.7% |
| Admin fee / account holder | $4,911 | $8,443-41.8% | $11,028-55.5% | $6,940-29.2% |