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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 | $43,074 | $54,541-21.0% | $78,778-45.3% | $70,126-38.6% |
| Participation rate | 61.0% | 60.8%+0.2pp | 69.2%-8.2pp | 69.5%-8.5pp |
| Annual return | 16.54% | 21.07%-4.5pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,134 | $1,089+96.1% | $1,986+7.5% | $2,343-8.9% |
| Participant deferral / active EE | $624 | $2,210-71.7% | $2,958-78.9% | $3,332-81.3% |
| Admin fee / account holder | $505 | $3,709-86.4% | $5,134-90.2% | $4,645-89.1% |