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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 | $69,207 | $54,763+26.4% | $90,324-23.4% | $72,976-5.2% |
| Participation rate | 42.5% | 65.2%-22.6pp | 73.3%-30.8pp | 69.5%-27.0pp |
| Annual return | 17.93% | 30.63%-12.7pp | 78.15%-60.2pp | 81.02%-63.1pp |
| Employer contribution / active EE | $380 | $2,093-81.9% | $2,856-86.7% | $2,440-84.4% |
| Participant deferral / active EE | $777 | $2,887-73.1% | $3,885-80.0% | $3,608-78.5% |
| Admin fee / account holder | $5,399 | $3,973+35.9% | $5,356+0.8% | $5,124+5.4% |