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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 | $41,870 | $50,554-17.2% | $67,681-38.1% | $87,485-52.1% |
| Participation rate | 68.6% | 67.7%+0.9pp | 73.7%-5.2pp | 68.9%-0.4pp |
| Annual return | 13.27% | 17.81%-4.5pp | 590.58%-577.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,484 | $1,988-25.4% | $2,678-44.6% | $2,596-42.8% |
| Participant deferral / active EE | $669 | $2,961-77.4% | $3,976-83.2% | $4,274-84.4% |
| Admin fee / account holder | $1,845 | $4,132-55.4% | $6,100-69.8% | $7,775-76.3% |