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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 | $51,129 | $58,493-12.6% | $84,023-39.1% | $72,976-29.9% |
| Participation rate | 21.4% | 61.2%-39.8pp | 69.0%-47.6pp | 69.5%-48.1pp |
| Annual return | 30.23% | 28.93%+1.3pp | 71.32%-41.1pp | 81.02%-50.8pp |
| Employer contribution / active EE | $331 | $1,163-71.6% | $1,984-83.3% | $2,440-86.4% |
| Participant deferral / active EE | $1,049 | $2,394-56.2% | $3,239-67.6% | $3,608-70.9% |
| Admin fee / account holder | $338 | $4,569-92.6% | $6,102-94.5% | $5,124-93.4% |