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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 | $80,858 | $89,367-9.5% | $141,191-42.7% | $72,975+10.8% |
| Participation rate | 28.1% | 75.1%-47.1pp | 82.5%-54.4pp | 69.5%-41.4pp |
| Annual return | 20.53% | 111.87%-91.3pp | 71.41%-50.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $972 | $3,115-68.8% | $4,736-79.5% | $2,440-60.2% |
| Participant deferral / active EE | $1,919 | $5,419-64.6% | $6,710-71.4% | $3,608-46.8% |
| Admin fee / account holder | $1,792 | $5,957-69.9% | $10,264-82.5% | $5,124-65.0% |