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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 | $37,379 | $107,421-65.2% | $182,262-79.5% | $94,015-60.2% |
| Participation rate | 52.5% | 77.8%-25.3pp | 84.2%-31.7pp | 70.8%-18.3pp |
| Annual return | 18.78% | 21.32%-2.5pp | 140.60%-121.8pp | 17.84%+0.9pp |
| Employer contribution / active EE | $988 | $3,448-71.3% | $5,046-80.4% | $2,790-64.6% |
| Participant deferral / active EE | $2,538 | $6,558-61.3% | $8,276-69.3% | $4,249-40.3% |
| Admin fee / account holder | $2,210 | $8,692-74.6% | $16,712-86.8% | $8,951-75.3% |