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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 | $60,295 | $54,541+10.5% | $78,778-23.5% | $70,126-14.0% |
| Participation rate | 40.7% | 60.8%-20.1pp | 69.2%-28.5pp | 69.5%-28.8pp |
| Annual return | 17.21% | 21.07%-3.9pp | 35.62%-18.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $295 | $1,089-72.9% | $1,986-85.1% | $2,343-87.4% |
| Participant deferral / active EE | $740 | $2,210-66.5% | $2,958-75.0% | $3,332-77.8% |
| Admin fee / account holder | $1,989 | $3,709-46.4% | $5,134-61.3% | $4,645-57.2% |