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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 | $39,042 | $56,054-30.3% | $171,082-77.2% | $62,881-37.9% |
| Participation rate | 64.3% | 62.9%+1.4pp | 76.7%-12.4pp | 69.3%-5.0pp |
| Annual return | 11.33% | 22.52%-11.2pp | 32.56%-21.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $804 | $1,731-53.6% | $4,002-79.9% | $2,281-64.8% |
| Participant deferral / active EE | $969 | $3,158-69.3% | $4,797-79.8% | $3,203-69.7% |
| Admin fee / account holder | $1,602 | $3,647-56.1% | $8,520-81.2% | $4,296-62.7% |