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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 | $33,940 | $88,360-61.6% | $145,433-76.7% | $67,986-50.1% |
| Participation rate | 68.5% | 65.5%+3.0pp | 82.1%-13.6pp | 57.2%+11.3pp |
| Annual return | 15.05% | 63.15%-48.1pp | 66.58%-51.5pp | 31.67%-16.6pp |
| Employer contribution / active EE | $413 | $3,054-86.5% | $4,554-90.9% | $2,019-79.5% |
| Participant deferral / active EE | $1,433 | $5,932-75.8% | $7,897-81.9% | $3,358-57.3% |
| Admin fee / account holder | $709 | $3,313-78.6% | $13,129-94.6% | $3,203-77.9% |