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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 | $50,509 | $89,364-43.5% | $141,177-64.2% | $72,983-30.8% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 31.62% | 111.86%-80.2pp | 71.40%-39.8pp | 81.01%-49.4pp |
| Employer contribution / active EE | $964 | $3,115-69.1% | $4,736-79.6% | $2,440-60.5% |
| Participant deferral / active EE | $1,613 | $5,419-70.2% | $6,710-76.0% | $3,608-55.3% |
| Admin fee / account holder | $9,994 | $5,959+67.7% | $10,263-2.6% | $5,124+95.0% |