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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 | $75,599 | $72,492+4.3% | $87,104-13.2% | $72,975+3.6% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.9%-21.0pp | 69.5%-13.6pp |
| Annual return | 23.71% | 24.46%-0.8pp | 28.19%-4.5pp | 81.01%-57.3pp |
| Employer contribution / active EE | $489 | $1,894-74.2% | $2,521-80.6% | $2,440-79.9% |
| Participant deferral / active EE | $1,312 | $3,270-59.9% | $4,048-67.6% | $3,608-63.6% |
| Admin fee / account holder | $1,482 | $5,055-70.7% | $7,491-80.2% | $5,124-71.1% |