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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 | $57,364 | $65,395-12.3% | $182,558-68.6% | $72,976-21.4% |
| Participation rate | 58.1% | 65.4%-7.4pp | 78.0%-19.9pp | 69.5%-11.4pp |
| Annual return | 28.42% | 27.68%+0.7pp | 148.59%-120.2pp | 81.02%-52.6pp |
| Employer contribution / active EE | $476 | $1,911-75.1% | $4,076-88.3% | $2,440-80.5% |
| Participant deferral / active EE | $1,150 | $3,563-67.7% | $5,526-79.2% | $3,608-68.1% |
| Admin fee / account holder | $8,285 | $4,245+95.2% | $8,594-3.6% | $5,124+61.7% |