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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 | $48,110 | $43,075+11.7% | $74,577-35.5% | $62,881-23.5% |
| Participation rate | 4.0% | 58.1%-54.1pp | 68.1%-64.1pp | 69.3%-65.3pp |
| Annual return | 9.60% | 17.50%-7.9pp | 20.47%-10.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $205 | $1,498-86.3% | $2,525-91.9% | $2,281-91.0% |
| Participant deferral / active EE | $720 | $2,389-69.9% | $3,458-79.2% | $3,203-77.5% |
| Admin fee / account holder | $430 | $2,840-84.9% | $4,138-89.6% | $4,296-90.0% |