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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 | $25,767 | $54,541-52.8% | $78,778-67.3% | $70,126-63.3% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 22.72% | 21.07%+1.6pp | 35.62%-12.9pp | 73.15%-50.4pp |
| Employer contribution / active EE | $322 | $1,089-70.4% | $1,986-83.8% | $2,343-86.3% |
| Participant deferral / active EE | $485 | $2,210-78.0% | $2,958-83.6% | $3,332-85.4% |
| Admin fee / account holder | $1,348 | $3,709-63.6% | $5,134-73.7% | $4,645-71.0% |