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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 | $19,768 | $56,894-65.3% | $84,753-76.7% | $62,881-68.6% |
| Participation rate | 69.1% | 68.5%+0.6pp | 76.6%-7.5pp | 69.3%-0.2pp |
| Annual return | 6.58% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $6,075 | $2,400+153.2% | $3,574+70.0% | $2,281+166.3% |
| Participant deferral / active EE | $469 | $2,709-82.7% | $3,712-87.4% | $3,203-85.3% |
| Admin fee / account holder | $692 | $3,581-80.7% | $5,333-87.0% | $4,296-83.9% |