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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 | $8,656 | $76,407-88.7% | $150,298-94.2% | $82,448-89.5% |
| Participation rate | 63.0% | 66.4%-3.4pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 45.67% | 39.99%+5.7pp | 62.79%-17.1pp | 41.64%+4.0pp |
| Employer contribution / active EE | $1,656 | $2,614-36.7% | $4,154-60.1% | $2,551-35.1% |
| Participant deferral / active EE | $590 | $3,214-81.6% | $5,453-89.2% | $4,139-85.7% |
| Admin fee / account holder | $2,595 | $6,352-59.1% | $14,116-81.6% | $7,234-64.1% |