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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 | $64,100 | $49,025+30.7% | $87,502-26.7% | $62,881+1.9% |
| Participation rate | 14.0% | 64.9%-50.9pp | 73.8%-59.9pp | 69.3%-55.4pp |
| Annual return | 6.43% | 10.02%-3.6pp | 12.21%-5.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $391 | $1,372-71.5% | $2,550-84.7% | $2,281-82.8% |
| Participant deferral / active EE | $719 | $2,289-68.6% | $3,149-77.2% | $3,203-77.5% |
| Admin fee / account holder | $930 | $4,065-77.1% | $4,221-78.0% | $4,296-78.4% |