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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 | $55,479 | $57,828-4.1% | $117,039-52.6% | $70,126-20.9% |
| Participation rate | 14.3% | 67.1%-52.8pp | 77.2%-62.9pp | 69.5%-55.3pp |
| Annual return | 19.28% | 17.55%+1.7pp | 18.95%+0.3pp | 73.15%-53.9pp |
| Employer contribution / active EE | $653 | $1,816-64.0% | $3,785-82.7% | $2,343-72.1% |
| Participant deferral / active EE | $737 | $2,438-69.8% | $3,929-81.2% | $3,332-77.9% |
| Admin fee / account holder | $1,698 | $3,548-52.2% | $5,974-71.6% | $4,645-63.5% |