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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 | $52,306 | $50,898+2.8% | $171,082-69.4% | $55,167-5.2% |
| Participation rate | 21.4% | 63.3%-41.9pp | 76.7%-55.3pp | 69.0%-47.6pp |
| Annual return | 9.75% | 15.34%-5.6pp | 32.56%-22.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $838 | $2,994-72.0% | $4,797-82.5% | $3,054-72.6% |
| Admin fee / account holder | $746 | $500+49.3% | $8,520-91.2% | $504+48.0% |