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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 | $50,060 | $48,364+3.5% | $71,796-30.3% | $62,881-20.4% |
| Participation rate | 44.4% | 60.6%-16.2pp | 69.1%-24.7pp | 69.3%-24.9pp |
| Annual return | 6.01% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $282 | $1,042-72.9% | $1,924-85.3% | $2,281-87.6% |
| Participant deferral / active EE | $736 | $2,091-64.8% | $2,794-73.7% | $3,203-77.0% |
| Admin fee / account holder | $8,112 | $3,771+115.1% | $4,815+68.5% | $4,296+88.8% |