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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 | $61,460 | $67,411-8.8% | $91,004-32.5% | $70,126-12.4% |
| Participation rate | 13.3% | 71.4%-58.0pp | 75.6%-62.3pp | 69.5%-56.2pp |
| Annual return | 17.35% | -40.16%+57.5pp | 4.60%+12.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $527 | $1,786-70.5% | $2,456-78.5% | $2,343-77.5% |
| Participant deferral / active EE | $1,058 | $2,823-62.5% | $3,548-70.2% | $3,332-68.2% |
| Admin fee / account holder | $312 | $4,236-92.6% | $5,417-94.2% | $4,645-93.3% |