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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 | $54,812 | $93,617-41.5% | $135,982-59.7% | $75,177-27.1% |
| Participation rate | 59.2% | 75.2%-16.0pp | 81.9%-22.7pp | 67.2%-8.0pp |
| Annual return | 18.06% | 30.89%-12.8pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,215 | $3,538-65.7% | $4,859-75.0% | $2,671-54.5% |
| Participant deferral / active EE | $2,059 | $6,406-67.9% | $7,760-73.5% | $4,126-50.1% |
| Admin fee / account holder | $8,624 | $6,980+23.6% | $10,767-19.9% | $5,651+52.6% |