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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 | $29,244 | $78,428-62.7% | $95,960-69.5% | $79,852-63.4% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 20.16% | 19.37%+0.8pp | 91.63%-71.5pp | 31.72%-11.6pp |
| Employer contribution / active EE | $883 | $1,945-54.6% | $2,541-65.3% | $2,471-64.3% |
| Participant deferral / active EE | $1,547 | $3,440-55.0% | $4,167-62.9% | $3,740-58.6% |
| Admin fee / account holder | $939 | $5,622-83.3% | $6,797-86.2% | $5,306-82.3% |