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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 | $64,011 | $76,551-16.4% | $123,894-48.3% | $62,881+1.8% |
| Participation rate | 40.7% | 73.0%-32.2pp | 81.4%-40.7pp | 69.3%-28.6pp |
| Annual return | 7.51% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $689 | $2,882-76.1% | $4,617-85.1% | $2,281-69.8% |
| Participant deferral / active EE | $2,035 | $4,840-58.0% | $5,984-66.0% | $3,203-36.5% |
| Admin fee / account holder | $775 | $4,826-83.9% | $8,357-90.7% | $4,296-82.0% |