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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 | $37,387 | $65,034-42.5% | $90,970-58.9% | $79,856-53.2% |
| Participation rate | 68.3% | 61.6%+6.7pp | 69.0%-0.7pp | 69.6%-1.3pp |
| Annual return | 13.19% | 30.45%-17.3pp | 134.60%-121.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $410 | $1,247-67.2% | $2,122-80.7% | $2,471-83.4% |
| Participant deferral / active EE | $565 | $2,512-77.5% | $3,373-83.3% | $3,741-84.9% |
| Admin fee / account holder | $2,368 | $4,536-47.8% | $5,961-60.3% | $5,306-55.4% |