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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 | $52,361 | $57,590-9.1% | $86,233-39.3% | $82,448-36.5% |
| Participation rate | 21.8% | 57.9%-36.0pp | 69.0%-47.2pp | 68.1%-46.2pp |
| Annual return | 18.78% | 22.41%-3.6pp | 61.39%-42.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $587 | $1,655-64.5% | $2,504-76.5% | $2,551-77.0% |
| Participant deferral / active EE | $725 | $3,080-76.5% | $4,559-84.1% | $4,139-82.5% |
| Admin fee / account holder | $1,110 | $4,730-76.5% | $8,342-86.7% | $7,234-84.7% |