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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 | $55,201 | $51,708+6.8% | $106,619-48.2% | $62,881-12.2% |
| Participation rate | 68.3% | 66.9%+1.4pp | 78.0%-9.7pp | 69.3%-1.0pp |
| Annual return | 10.86% | 4.69%+6.2pp | 9.42%+1.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $586 | $2,315-74.7% | $3,930-85.1% | $3,203-81.7% |
| Admin fee / account holder | $2,641 | $3,349-21.1% | $6,418-58.8% | $4,296-38.5% |