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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 | $39,155 | $56,894-31.2% | $84,753-53.8% | $62,881-37.7% |
| Participation rate | 68.8% | 68.5%+0.2pp | 76.6%-7.8pp | 69.3%-0.6pp |
| Annual return | 8.75% | 6.30%+2.4pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $801 | $2,400-66.6% | $3,574-77.6% | $2,281-64.9% |
| Participant deferral / active EE | $805 | $2,709-70.3% | $3,712-78.3% | $3,203-74.9% |
| Admin fee / account holder | $8,520 | $3,581+137.9% | $5,333+59.8% | $4,296+98.3% |