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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 | $22,003 | $72,273-69.6% | $101,275-78.3% | $79,856-72.4% |
| Participation rate | 69.8% | 68.5%+1.4pp | 75.8%-6.0pp | 69.6%+0.2pp |
| Annual return | 12.85% | 22.30%-9.4pp | 46.48%-33.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $888 | $2,691-67.0% | $3,660-75.7% | $2,471-64.1% |
| Participant deferral / active EE | $1,335 | $3,282-59.3% | $4,371-69.5% | $3,741-64.3% |
| Admin fee / account holder | $1,363 | $4,401-69.0% | $5,948-77.1% | $5,306-74.3% |