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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 | $66,025 | $94,436-30.1% | $115,599-42.9% | $82,637-20.1% |
| Participation rate | 51.9% | 70.4%-18.6pp | 74.3%-22.4pp | 68.1%-16.2pp |
| Annual return | 12.84% | 18.37%-5.5pp | 111.10%-98.3pp | 53.51%-40.7pp |
| Employer contribution / active EE | $688 | $2,324-70.4% | $2,955-76.7% | $2,552-73.0% |
| Participant deferral / active EE | $1,706 | $3,955-56.9% | $4,889-65.1% | $4,126-58.7% |
| Admin fee / account holder | $1,459 | $10,328-85.9% | $12,841-88.6% | $7,339-80.1% |