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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 | $85,430 | $69,977+22.1% | $108,582-21.3% | $62,881+35.9% |
| Participation rate | 60.5% | 72.9%-12.4pp | 79.6%-19.1pp | 69.3%-8.8pp |
| Annual return | 10.21% | 10.73%-0.5pp | -51.70%+61.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $469 | $2,135-78.1% | $3,758-87.5% | $2,281-79.5% |
| Participant deferral / active EE | $1,420 | $3,165-55.1% | $4,311-67.1% | $3,203-55.7% |
| Admin fee / account holder | $5,177 | $5,076+2.0% | $7,645-32.3% | $4,296+20.5% |