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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 | $35,512 | $86,949-59.2% | $102,460-65.3% | $80,959-56.1% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.7%-11.9pp |
| Annual return | 23.94% | 18.89%+5.0pp | 29.47%-5.5pp | 35.67%-11.7pp |
| Employer contribution / active EE | $870 | $2,370-63.3% | $3,025-71.2% | $2,757-68.5% |
| Participant deferral / active EE | $1,560 | $4,121-62.1% | $5,056-69.1% | $4,300-63.7% |
| Admin fee / account holder | $3,114 | $8,048-61.3% | $9,460-67.1% | $6,925-55.0% |