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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 | $69,268 | $67,411+2.8% | $91,004-23.9% | $70,124-1.2% |
| Participation rate | 35.4% | 71.4%-35.9pp | 75.6%-40.2pp | 69.5%-34.1pp |
| Annual return | 15.50% | -40.16%+55.7pp | 4.60%+10.9pp | 73.14%-57.6pp |
| Employer contribution / active EE | $523 | $1,786-70.7% | $2,456-78.7% | $2,342-77.7% |
| Participant deferral / active EE | $910 | $2,823-67.8% | $3,548-74.3% | $3,332-72.7% |
| Admin fee / account holder | $5,489 | $4,236+29.6% | $5,417+1.3% | $4,645+18.2% |