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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 | $66,076 | $71,197-7.2% | $93,669-29.5% | $80,925-18.3% |
| Participation rate | 35.6% | 60.4%-24.8pp | 68.7%-33.2pp | 67.7%-32.1pp |
| Annual return | 22.63% | 11.27%+11.4pp | 133.59%-111.0pp | 35.65%-13.0pp |
| Employer contribution / active EE | $521 | $1,565-66.7% | $2,424-78.5% | $2,756-81.1% |
| Participant deferral / active EE | $1,095 | $4,036-72.9% | $4,416-75.2% | $4,299-74.5% |
| Admin fee / account holder | $4,678 | $6,959-32.8% | $8,291-43.6% | $6,940-32.6% |