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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 | $92,494 | $103,024-10.2% | $112,040-17.4% | $79,634+16.1% |
| Participation rate | 31.2% | 80.6%-49.4pp | 76.5%-45.3pp | 62.5%-31.3pp |
| Annual return | 15.42% | 17.60%-2.2pp | 24.52%-9.1pp | 36.46%-21.0pp |
| Employer contribution / active EE | $1,331 | $3,015-55.9% | $2,954-54.9% | $2,529-47.4% |
| Participant deferral / active EE | $2,500 | $5,233-52.2% | $5,098-51.0% | $3,835-34.8% |
| Admin fee / account holder | $8,718 | $465+1774.9% | $12,098-27.9% | $1,002+770.1% |