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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 | $52,073 | $71,208-26.9% | $93,681-44.4% | $80,911-35.6% |
| Participation rate | 30.8% | 60.4%-29.6pp | 68.7%-38.0pp | 67.6%-36.9pp |
| Annual return | 12.02% | 11.27%+0.7pp | 133.47%-121.5pp | 35.63%-23.6pp |
| Employer contribution / active EE | $449 | $1,564-71.3% | $2,422-81.5% | $2,756-83.7% |
| Participant deferral / active EE | $921 | $4,035-77.2% | $4,415-79.1% | $4,297-78.6% |
| Admin fee / account holder | $9,611 | $6,951+38.3% | $8,290+15.9% | $6,935+38.6% |