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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 | $42,594 | $78,428-45.7% | $95,960-55.6% | $79,852-46.7% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 20.78% | 19.37%+1.4pp | 91.63%-70.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $869 | $1,945-55.3% | $2,541-65.8% | $2,471-64.8% |
| Participant deferral / active EE | $1,288 | $3,440-62.6% | $4,167-69.1% | $3,740-65.6% |
| Admin fee / account holder | $3,398 | $5,622-39.6% | $6,797-50.0% | $5,306-36.0% |