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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 | $71,728 | $69,511+3.2% | $94,672-24.2% | $71,529+0.3% |
| Participation rate | 52.1% | 78.4%-26.3pp | 80.8%-28.7pp | 67.9%-15.8pp |
| Annual return | 22.93% | 29.67%-6.7pp | 156.89%-134.0pp | 28.97%-6.0pp |
| Employer contribution / active EE | $1,624 | $2,853-43.1% | $3,673-55.8% | $2,590-37.3% |
| Participant deferral / active EE | $3,282 | $7,348-55.3% | $7,417-55.8% | $4,291-23.5% |
| Admin fee / account holder | $312 | $1,211-74.2% | $7,222-95.7% | $1,588-80.3% |