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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 | $71,268 | $67,411+5.7% | $91,004-21.7% | $70,126+1.6% |
| Participation rate | 23.1% | 71.4%-48.3pp | 75.6%-52.5pp | 69.5%-46.5pp |
| Annual return | 16.14% | -40.16%+56.3pp | 4.60%+11.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $565 | $1,786-68.3% | $2,456-77.0% | $2,343-75.9% |
| Participant deferral / active EE | $1,022 | $2,823-63.8% | $3,548-71.2% | $3,332-69.3% |
| Admin fee / account holder | $2,933 | $4,236-30.8% | $5,417-45.9% | $4,645-36.9% |