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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 | $60,762 | $48,364+25.6% | $71,796-15.4% | $62,881-3.4% |
| Participation rate | 23.5% | 60.6%-37.2pp | 69.1%-45.7pp | 69.3%-45.8pp |
| Annual return | 8.87% | 13.16%-4.3pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $440 | $1,042-57.8% | $1,924-77.1% | $2,281-80.7% |
| Participant deferral / active EE | $508 | $2,091-75.7% | $2,794-81.8% | $3,203-84.1% |
| Admin fee / account holder | $999 | $3,771-73.5% | $4,815-79.3% | $4,296-76.8% |