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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 | $26,918 | $63,346-57.5% | $92,240-70.8% | $70,126-61.6% |
| Participation rate | 69.1% | 68.7%+0.4pp | 76.5%-7.4pp | 69.5%-0.4pp |
| Annual return | 13.32% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,890 | $2,471+17.0% | $3,680-21.4% | $2,343+23.4% |
| Participant deferral / active EE | $286 | $2,854-90.0% | $3,897-92.7% | $3,332-91.4% |
| Admin fee / account holder | $4,885 | $3,841+27.2% | $5,194-5.9% | $4,645+5.2% |