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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 | $79,975 | $89,364-10.5% | $141,177-43.4% | $72,983+9.6% |
| Participation rate | 44.4% | 75.1%-30.7pp | 82.5%-38.0pp | 69.5%-25.0pp |
| Annual return | 21.81% | 111.86%-90.1pp | 71.40%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $965 | $3,115-69.0% | $4,736-79.6% | $2,440-60.4% |
| Participant deferral / active EE | $1,709 | $5,419-68.5% | $6,710-74.5% | $3,608-52.6% |
| Admin fee / account holder | $386 | $5,959-93.5% | $10,263-96.2% | $5,124-92.5% |