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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 | $58,438 | $56,894+2.7% | $84,753-31.0% | $62,881-7.1% |
| Participation rate | 47.8% | 68.5%-20.8pp | 76.6%-28.8pp | 69.3%-21.5pp |
| Annual return | 9.68% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,659 | $2,400-30.9% | $3,574-53.6% | $2,281-27.3% |
| Participant deferral / active EE | $358 | $2,709-86.8% | $3,712-90.3% | $3,203-88.8% |
| Admin fee / account holder | $16,662 | $3,581+365.3% | $5,333+212.4% | $4,296+287.9% |