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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 | $88,691 | $86,949+2.0% | $102,460-13.4% | $80,959+9.6% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 14.73% | 18.89%-4.2pp | 29.47%-14.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,178 | $2,370-50.3% | $3,025-61.1% | $2,757-57.3% |
| Participant deferral / active EE | $1,519 | $4,121-63.1% | $5,056-70.0% | $4,300-64.7% |
| Admin fee / account holder | $18,886 | $8,048+134.7% | $9,460+99.6% | $6,925+172.7% |