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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 | $54,089 | $71,215-24.0% | $93,696-42.3% | $80,935-33.2% |
| Participation rate | 42.6% | 60.4%-17.8pp | 68.7%-26.2pp | 67.7%-25.1pp |
| Annual return | 14.84% | 11.27%+3.6pp | 133.74%-118.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $705 | $1,565-55.0% | $2,422-70.9% | $2,757-74.4% |
| Participant deferral / active EE | $1,173 | $4,037-70.9% | $4,417-73.4% | $4,299-72.7% |
| Admin fee / account holder | $5,436 | $6,958-21.9% | $8,287-34.4% | $6,924-21.5% |