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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 | $22,815 | $48,313-52.8% | $73,309-68.9% | $52,331-56.4% |
| Participation rate | 40.7% | 68.6%-27.8pp | 74.9%-34.2pp | 68.1%-27.4pp |
| Annual return | 5.03% | 3.85%+1.2pp | 5.67%-0.6pp | 4.54%+0.5pp |
| Employer contribution / active EE | $442 | $1,661-73.4% | $3,237-86.3% | $1,882-76.5% |
| Participant deferral / active EE | $1,223 | $4,189-70.8% | $4,991-75.5% | $3,022-59.5% |
| Admin fee / account holder | $3,811 | $404+843.6% | $5,635-32.4% | $592+544.2% |