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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 | $91,106 | $80,992+12.5% | $96,534-5.6% | $75,173+21.2% |
| Participation rate | 47.1% | 71.8%-24.7pp | 76.0%-28.9pp | 67.2%-20.1pp |
| Annual return | 17.42% | 27.05%-9.6pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $813 | $2,283-64.4% | $2,965-72.6% | $2,671-69.6% |
| Participant deferral / active EE | $1,482 | $3,929-62.3% | $4,851-69.5% | $4,126-64.1% |
| Admin fee / account holder | $2,057 | $6,717-69.4% | $8,253-75.1% | $5,651-63.6% |