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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 | $63,949-18.1% | $129,031-59.4% | $94,015-44.3% |
| Participation rate | 21.8% | 63.4%-41.6pp | 73.4%-51.5pp | 70.8%-49.0pp |
| Annual return | 18.78% | 17.56%+1.2pp | 34.67%-15.9pp | 17.84%+0.9pp |
| Employer contribution / active EE | $587 | $1,865-68.5% | $3,226-81.8% | $2,790-78.9% |
| Participant deferral / active EE | $725 | $3,686-80.3% | $5,217-86.1% | $4,249-82.9% |
| Admin fee / account holder | $1,110 | $5,523-79.9% | $13,208-91.6% | $8,951-87.6% |