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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 | $66,910 | $61,391+9.0% | $149,723-55.3% | $71,529-6.5% |
| Participation rate | 33.9% | 62.5%-28.6pp | 78.8%-44.9pp | 67.9%-34.0pp |
| Annual return | 17.34% | 35.88%-18.5pp | 134.50%-117.2pp | 28.97%-11.6pp |
| Employer contribution / active EE | $494 | $2,384-79.3% | $4,821-89.7% | $2,590-80.9% |
| Participant deferral / active EE | $812 | $2,921-72.2% | $5,682-85.7% | $4,291-81.1% |
| Admin fee / account holder | $2,842 | $1,264+124.8% | $13,215-78.5% | $1,588+78.9% |