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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 | $34,597 | $55,457-37.6% | $77,361-55.3% | $94,015-63.2% |
| Participation rate | 36.0% | 69.8%-33.8pp | 75.0%-39.0pp | 70.8%-34.8pp |
| Annual return | 25.84% | 15.57%+10.3pp | 1011.54%-985.7pp | 17.84%+8.0pp |
| Employer contribution / active EE | $1,526 | $2,255-32.3% | $2,990-49.0% | $2,790-45.3% |
| Participant deferral / active EE | $497 | $3,069-83.8% | $3,911-87.3% | $4,249-88.3% |
| Admin fee / account holder | $8,198 | $4,334+89.2% | $5,894+39.1% | $8,951-8.4% |