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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 | $56,964 | $109,620-48.0% | $148,496-61.6% | $94,015-39.4% |
| Participation rate | 44.0% | 71.3%-27.3pp | 76.0%-32.0pp | 70.8%-26.8pp |
| Annual return | 15.10% | 17.54%-2.4pp | 12.33%+2.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,210 | $3,831-68.4% | $4,808-74.8% | $4,249-71.5% |
| Admin fee / account holder | $6,358 | $10,050-36.7% | $19,547-67.5% | $8,951-29.0% |