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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 | $79,398 | $99,652-20.3% | $78,778+0.8% | $147,585-46.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 24.74% | 47.28%-22.5pp | 35.62%-10.9pp | 578.58%-553.8pp |
| Employer contribution / active EE | $1,895 | $2,796-32.2% | $1,986-4.5% | $4,876-61.1% |
| Participant deferral / active EE | $452 | $3,664-87.7% | $2,958-84.7% | $5,439-91.7% |
| Admin fee / account holder | $641 | $7,155-91.0% | $5,134-87.5% | $10,886-94.1% |