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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 | $63,259 | $61,660+2.6% | $80,022-20.9% | $64,173-1.4% |
| Participation rate | 34.5% | 71.7%-37.2pp | 75.8%-41.3pp | 69.6%-35.1pp |
| Annual return | 10.32% | -0.33%+10.6pp | 11.22%-0.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $686 | $1,810-62.1% | $2,468-72.2% | $2,381-71.2% |
| Participant deferral / active EE | $883 | $2,968-70.2% | $3,686-76.0% | $3,470-74.5% |
| Admin fee / account holder | $789 | $5,417-85.4% | $6,521-87.9% | $4,887-83.9% |