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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 | $44,797 | $54,541-17.9% | $78,778-43.1% | $70,124-36.1% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 17.58% | 21.07%-3.5pp | 35.62%-18.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $660 | $1,089-39.3% | $1,986-66.7% | $2,342-71.8% |
| Participant deferral / active EE | $906 | $2,210-59.0% | $2,958-69.4% | $3,332-72.8% |
| Admin fee / account holder | $1,880 | $3,709-49.3% | $5,134-63.4% | $4,645-59.5% |