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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 | $35,561 | $78,690-54.8% | $161,489-78.0% | $87,485-59.4% |
| Participation rate | 67.2% | 67.5%-0.3pp | 78.7%-11.5pp | 68.9%-1.7pp |
| Annual return | 13.15% | 32.74%-19.6pp | 89.72%-76.6pp | 26.06%-12.9pp |
| Employer contribution / active EE | $944 | $2,588-63.5% | $4,268-77.9% | $2,596-63.6% |
| Participant deferral / active EE | $950 | $3,311-71.3% | $5,630-83.1% | $4,274-77.8% |
| Admin fee / account holder | $4,453 | $6,724-33.8% | $16,006-72.2% | $7,775-42.7% |