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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 | $59,567 | $78,423-24.0% | $95,964-37.9% | $79,856-25.4% |
| Participation rate | 56.3% | 73.5%-17.2pp | 77.1%-20.8pp | 69.6%-13.4pp |
| Annual return | 19.90% | 19.37%+0.5pp | 91.64%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $596 | $1,945-69.4% | $2,541-76.5% | $2,471-75.9% |
| Participant deferral / active EE | $1,161 | $3,440-66.3% | $4,167-72.1% | $3,741-69.0% |
| Admin fee / account holder | $920 | $5,622-83.6% | $6,797-86.5% | $5,306-82.7% |