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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 | $50,975 | $71,215-28.4% | $93,696-45.6% | $80,935-37.0% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.7%-7.1pp |
| Annual return | 12.73% | 11.27%+1.5pp | 133.74%-121.0pp | 35.66%-22.9pp |
| Employer contribution / active EE | $583 | $1,565-62.7% | $2,422-75.9% | $2,757-78.8% |
| Participant deferral / active EE | $1,099 | $4,037-72.8% | $4,417-75.1% | $4,299-74.4% |
| Admin fee / account holder | $3,205 | $6,958-53.9% | $8,287-61.3% | $6,924-53.7% |