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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 | $51,342 | $61,605-16.7% | $112,273-54.3% | $75,181-31.7% |
| Participation rate | 62.5% | 61.7%+0.8pp | 72.4%-9.9pp | 67.2%-4.7pp |
| Annual return | 16.14% | 28.47%-12.3pp | 30.23%-14.1pp | 160.69%-144.5pp |
| Employer contribution / active EE | $2,479 | $2,015+23.0% | $3,431-27.8% | $2,671-7.2% |
| Participant deferral / active EE | $249 | $3,108-92.0% | $4,800-94.8% | $4,126-94.0% |
| Admin fee / account holder | $339 | $4,862-93.0% | $7,752-95.6% | $5,650-94.0% |