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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 | $56,060 | $48,364+15.9% | $71,796-21.9% | $62,881-10.8% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | 5.95% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $475 | $1,042-54.4% | $1,924-75.3% | $2,281-79.2% |
| Participant deferral / active EE | $697 | $2,091-66.7% | $2,794-75.0% | $3,203-78.2% |
| Admin fee / account holder | $1,085 | $3,771-71.2% | $4,815-77.5% | $4,296-74.7% |