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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 | $51,359 | $65,364-21.4% | $92,909-44.7% | $72,975-29.6% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.2pp |
| Annual return | 19.33% | 42.11%-22.8pp | 109.44%-90.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $666 | $2,594-74.3% | $3,653-81.8% | $2,440-72.7% |
| Participant deferral / active EE | $993 | $3,128-68.3% | $4,238-76.6% | $3,608-72.5% |
| Admin fee / account holder | $2,083 | $4,251-51.0% | $5,795-64.1% | $5,124-59.3% |