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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 | $33,127 | $72,492-54.3% | $87,104-62.0% | $72,975-54.6% |
| Participation rate | 48.2% | 72.8%-24.6pp | 76.9%-28.7pp | 69.5%-21.3pp |
| Annual return | 16.72% | 24.46%-7.7pp | 28.19%-11.5pp | 81.01%-64.3pp |
| Employer contribution / active EE | $842 | $1,894-55.6% | $2,521-66.6% | $2,440-65.5% |
| Participant deferral / active EE | $771 | $3,270-76.4% | $4,048-81.0% | $3,608-78.6% |
| Admin fee / account holder | $662 | $5,055-86.9% | $7,491-91.2% | $5,124-87.1% |