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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 | $72,678 | $93,346-22.1% | $71,796+1.2% | $273,972-73.5% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 83.0%-45.5pp |
| Annual return | 4.59% | 130.39%-125.8pp | 78.04%-73.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $347 | $2,733-87.3% | $1,924-82.0% | $4,869-92.9% |
| Participant deferral / active EE | $364 | $3,475-89.5% | $2,794-87.0% | $5,287-93.1% |
| Admin fee / account holder | $4,950 | $6,571-24.7% | $4,815+2.8% | $10,133-51.1% |