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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 | $78,482 | $109,359-28.2% | $162,177-51.6% | $72,975+7.5% |
| Participation rate | 54.3% | 84.3%-30.0pp | 87.6%-33.3pp | 69.5%-15.2pp |
| Annual return | 22.21% | 25.46%-3.2pp | 115.60%-93.4pp | 81.01%-58.8pp |
| Employer contribution / active EE | $2,233 | $3,907-42.9% | $5,613-60.2% | $2,440-8.5% |
| Participant deferral / active EE | $327 | $5,481-94.0% | $7,297-95.5% | $3,608-90.9% |
| Admin fee / account holder | $1,225 | $7,972-84.6% | $10,843-88.7% | $5,124-76.1% |