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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 | $67,004 | $53,596+25.0% | $90,657-26.1% | $64,173+4.4% |
| Participation rate | 30.0% | 64.5%-34.5pp | 74.0%-44.0pp | 69.6%-39.6pp |
| Annual return | -2.88% | 4.41%-7.3pp | 1.89%-4.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $533 | $1,503-64.5% | $2,532-79.0% | $2,381-77.6% |
| Participant deferral / active EE | $772 | $2,459-68.6% | $3,424-77.4% | $3,470-77.7% |
| Admin fee / account holder | $1,789 | $3,868-53.7% | $4,994-64.2% | $4,887-63.4% |