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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 | $83,602 | $85,060-1.7% | $70,548+18.5% | $139,456-40.1% |
| Participation rate | 42.1% | 73.9%-31.8pp | 68.3%-26.2pp | 80.3%-38.2pp |
| Annual return | 13.50% | 30.38%-16.9pp | 32.78%-19.3pp | 373.45%-359.9pp |
| Employer contribution / active EE | $697 | $3,911-82.2% | $2,975-76.6% | $4,753-85.3% |
| Participant deferral / active EE | $697 | $5,890-88.2% | $4,567-84.7% | $6,711-89.6% |
| Admin fee / account holder | $8,330 | $8,925-6.7% | $6,424+29.7% | $11,407-27.0% |