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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 | $71,911 | $62,672+14.7% | $185,117-61.2% | $70,126+2.5% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 19.06% | 40.79%-21.7pp | 40.50%-21.4pp | 73.15%-54.1pp |
| Employer contribution / active EE | $372 | $1,753-78.8% | $4,182-91.1% | $2,343-84.1% |
| Participant deferral / active EE | $805 | $3,272-75.4% | $5,045-84.1% | $3,332-75.8% |
| Admin fee / account holder | $1,955 | $3,932-50.3% | $8,159-76.0% | $4,645-57.9% |