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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 | $55,865 | $106,749-47.7% | $145,433-61.6% | $82,448-32.2% |
| Participation rate | 66.2% | 75.6%-9.5pp | 82.1%-15.9pp | 68.1%-1.9pp |
| Annual return | 39.43% | 27.59%+11.8pp | 66.58%-27.1pp | 41.64%-2.2pp |
| Employer contribution / active EE | $890 | $3,444-74.1% | $4,554-80.4% | $2,551-65.1% |
| Participant deferral / active EE | $2,453 | $6,519-62.4% | $7,897-68.9% | $4,139-40.7% |
| Admin fee / account holder | $20,762 | $8,390+147.5% | $13,129+58.1% | $7,234+187.0% |