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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 | $35,461 | $48,364-26.7% | $71,796-50.6% | $62,881-43.6% |
| Participation rate | 62.0% | 60.6%+1.4pp | 69.1%-7.1pp | 69.3%-7.3pp |
| Annual return | 7.35% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $786 | $1,042-24.5% | $1,924-59.1% | $2,281-65.5% |
| Participant deferral / active EE | $886 | $2,091-57.6% | $2,794-68.3% | $3,203-72.3% |
| Admin fee / account holder | $3,987 | $3,771+5.7% | $4,815-17.2% | $4,296-7.2% |