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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 | $64,848 | $58,493+10.9% | $84,021-22.8% | $72,975-11.1% |
| Participation rate | 52.5% | 61.2%-8.8pp | 69.0%-16.6pp | 69.5%-17.0pp |
| Annual return | 20.43% | 28.93%-8.5pp | 71.32%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $336 | $1,163-71.1% | $1,984-83.1% | $2,440-86.2% |
| Participant deferral / active EE | $1,063 | $2,394-55.6% | $3,239-67.2% | $3,608-70.5% |
| Admin fee / account holder | $5,979 | $4,569+30.9% | $6,102-2.0% | $5,124+16.7% |