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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 | $51,426 | $63,314-18.8% | $91,004-43.5% | $62,293-17.4% |
| Participation rate | 45.5% | 73.3%-27.8pp | 75.6%-30.1pp | 69.5%-24.0pp |
| Annual return | 15.85% | 21.00%-5.1pp | 4.60%+11.3pp | 28.90%-13.0pp |
| Employer contribution / active EE | $991 | $1,807-45.1% | $2,456-59.6% | $2,042-51.5% |
| Participant deferral / active EE | $1,069 | $2,944-63.7% | $3,548-69.9% | $3,169-66.3% |
| Admin fee / account holder | $2,326 | $468+397.4% | $5,417-57.1% | $479+385.2% |