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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 | $40,665 | $89,370-54.5% | $141,197-71.2% | $72,976-44.3% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 20.34% | 111.88%-91.5pp | 71.41%-51.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $921 | $3,115-70.4% | $4,736-80.5% | $2,440-62.2% |
| Participant deferral / active EE | $1,688 | $5,419-68.8% | $6,710-74.8% | $3,608-53.2% |
| Admin fee / account holder | $6,099 | $5,957+2.4% | $10,265-40.6% | $5,124+19.0% |