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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 | $38,354 | $95,404-59.8% | $113,397-66.2% | $82,637-53.6% |
| Participation rate | 52.4% | 72.8%-20.4pp | 76.5%-24.1pp | 68.1%-15.7pp |
| Annual return | 41.17% | 19.08%+22.1pp | 23.20%+18.0pp | 53.51%-12.3pp |
| Employer contribution / active EE | $868 | $2,307-62.4% | $2,977-70.8% | $2,552-66.0% |
| Participant deferral / active EE | $1,488 | $4,220-64.7% | $5,076-70.7% | $4,126-63.9% |
| Admin fee / account holder | $1,309 | $9,168-85.7% | $11,957-89.1% | $7,339-82.2% |