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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 | $70,603 | $89,367-21.0% | $141,191-50.0% | $72,975-3.3% |
| Participation rate | 47.9% | 75.1%-27.2pp | 82.5%-34.6pp | 69.5%-21.6pp |
| Annual return | 21.30% | 111.87%-90.6pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $917 | $3,115-70.5% | $4,736-80.6% | $2,440-62.4% |
| Participant deferral / active EE | $1,325 | $5,419-75.5% | $6,710-80.2% | $3,608-63.3% |
| Admin fee / account holder | $7,996 | $5,957+34.2% | $10,264-22.1% | $5,124+56.0% |