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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 | $38,320 | $106,749-64.1% | $145,433-73.7% | $82,448-53.5% |
| Participation rate | 52.0% | 75.6%-23.6pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 35.14% | 27.59%+7.6pp | 66.58%-31.4pp | 41.64%-6.5pp |
| Employer contribution / active EE | $950 | $3,444-72.4% | $4,554-79.1% | $2,551-62.8% |
| Participant deferral / active EE | $2,429 | $6,519-62.7% | $7,897-69.2% | $4,139-41.3% |
| Admin fee / account holder | $9,722 | $8,390+15.9% | $13,129-25.9% | $7,234+34.4% |