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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 | $71,528 | $78,707-9.1% | $117,861-39.3% | $70,126+2.0% |
| Participation rate | 40.7% | 73.2%-32.5pp | 79.7%-38.9pp | 69.5%-28.8pp |
| Annual return | 21.30% | 23.30%-2.0pp | 335.11%-313.8pp | 73.15%-51.8pp |
| Employer contribution / active EE | $517 | $2,223-76.8% | $3,786-86.4% | $2,343-77.9% |
| Participant deferral / active EE | $1,346 | $3,297-59.2% | $4,482-70.0% | $3,332-59.6% |
| Admin fee / account holder | $4,085 | $5,066-19.4% | $8,021-49.1% | $4,645-12.1% |