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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 | $39,871 | $48,053-17.0% | $84,637-52.9% | $72,976-45.4% |
| Participation rate | 59.5% | 57.6%+1.9pp | 68.2%-8.8pp | 69.5%-10.0pp |
| Annual return | 18.64% | 37.39%-18.7pp | 258.82%-240.2pp | 81.02%-62.4pp |
| Employer contribution / active EE | $491 | $1,602-69.3% | $2,653-81.5% | $2,440-79.9% |
| Participant deferral / active EE | $715 | $2,681-73.3% | $3,900-81.7% | $3,608-80.2% |
| Admin fee / account holder | $3,486 | $3,395+2.7% | $4,914-29.1% | $5,124-32.0% |