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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 | $71,045 | $86,298-17.7% | $111,308-36.2% | $85,847-17.2% |
| Participation rate | 56.4% | 73.3%-17.0pp | 77.3%-21.0pp | 69.3%-13.0pp |
| Annual return | 20.27% | 19.99%+0.3pp | 54.67%-34.4pp | 318.61%-298.3pp |
| Employer contribution / active EE | $520 | $2,044-74.6% | $2,732-81.0% | $2,565-79.7% |
| Participant deferral / active EE | $1,412 | $3,641-61.2% | $4,487-68.5% | $3,952-64.3% |
| Admin fee / account holder | $4,128 | $8,189-49.6% | $7,965-48.2% | $6,261-34.1% |