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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 | $41,335 | $76,371-45.9% | $93,621-55.8% | $72,976-43.4% |
| Participation rate | 52.9% | 71.8%-18.9pp | 75.8%-23.0pp | 69.5%-16.6pp |
| Annual return | 28.12% | 25.82%+2.3pp | 32.76%-4.6pp | 81.02%-52.9pp |
| Employer contribution / active EE | $491 | $2,276-78.4% | $2,719-81.9% | $2,440-79.9% |
| Participant deferral / active EE | $1,293 | $3,538-63.5% | $4,070-68.2% | $3,608-64.2% |
| Admin fee / account holder | $2,845 | $6,839-58.4% | $7,890-63.9% | $5,124-44.5% |