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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 | $77,323 | $80,992-4.5% | $96,534-19.9% | $75,173+2.9% |
| Participation rate | 42.4% | 71.8%-29.4pp | 76.0%-33.6pp | 67.2%-24.8pp |
| Annual return | 21.28% | 27.05%-5.8pp | 25.88%-4.6pp | 160.72%-139.4pp |
| Employer contribution / active EE | $959 | $2,283-58.0% | $2,965-67.7% | $2,671-64.1% |
| Participant deferral / active EE | $1,475 | $3,929-62.5% | $4,851-69.6% | $4,126-64.2% |
| Admin fee / account holder | $4,224 | $6,717-37.1% | $8,253-48.8% | $5,651-25.3% |