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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 | $32,385 | $91,559-64.6% | $133,959-75.8% | $79,858-59.4% |
| Participation rate | 53.5% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.1pp |
| Annual return | 42.79% | 61.85%-19.1pp | 45.09%-2.3pp | 31.72%+11.1pp |
| Employer contribution / active EE | $957 | $2,384-59.9% | $3,919-75.6% | $2,471-61.3% |
| Participant deferral / active EE | $1,258 | $3,734-66.3% | $5,047-75.1% | $3,740-66.4% |
| Admin fee / account holder | $725 | $6,321-88.5% | $8,928-91.9% | $5,306-86.3% |