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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 | $21,620 | $84,236-74.3% | $170,435-87.3% | $70,126-69.2% |
| Participation rate | 49.2% | 70.8%-21.6pp | 83.6%-34.4pp | 69.5%-20.3pp |
| Annual return | 14.10% | 23.06%-9.0pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $2,897 | $3,387-14.5% | $5,432-46.7% | $2,343+23.7% |
| Participant deferral / active EE | $714 | $3,086-76.8% | $4,939-85.5% | $3,332-78.6% |
| Admin fee / account holder | $1,917 | $5,698-66.4% | $13,881-86.2% | $4,645-58.7% |