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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 | $81,105 | $78,690+3.1% | $161,489-49.8% | $87,485-7.3% |
| Participation rate | 58.6% | 67.5%-8.8pp | 78.7%-20.1pp | 68.9%-10.3pp |
| Annual return | 15.61% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $485 | $2,588-81.3% | $4,268-88.6% | $2,596-81.3% |
| Participant deferral / active EE | $607 | $3,311-81.7% | $5,630-89.2% | $4,274-85.8% |
| Admin fee / account holder | $574 | $6,724-91.5% | $16,006-96.4% | $7,775-92.6% |