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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 | $53,683 | $67,411-20.4% | $91,004-41.0% | $70,126-23.4% |
| Participation rate | 44.3% | 71.4%-27.1pp | 75.6%-31.3pp | 69.5%-25.3pp |
| Annual return | 15.26% | -40.16%+55.4pp | 4.60%+10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $652 | $1,786-63.5% | $2,456-73.4% | $2,343-72.1% |
| Participant deferral / active EE | $1,080 | $2,823-61.7% | $3,548-69.6% | $3,332-67.6% |
| Admin fee / account holder | $3,265 | $4,236-22.9% | $5,417-39.7% | $4,645-29.7% |