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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 | $69,506 | $65,034+6.9% | $90,970-23.6% | $79,856-13.0% |
| Participation rate | 55.2% | 61.6%-6.4pp | 69.0%-13.8pp | 69.6%-14.5pp |
| Annual return | 11.62% | 30.45%-18.8pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $602 | $1,247-51.7% | $2,122-71.6% | $2,471-75.6% |
| Participant deferral / active EE | $1,009 | $2,512-59.8% | $3,373-70.1% | $3,741-73.0% |
| Admin fee / account holder | $962 | $4,536-78.8% | $5,961-83.9% | $5,306-81.9% |