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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 | $38,232 | $56,894-32.8% | $84,753-54.9% | $62,881-39.2% |
| Participation rate | 15.4% | 68.5%-53.2pp | 76.6%-61.2pp | 69.3%-53.9pp |
| Annual return | 6.93% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $529 | $2,709-80.5% | $3,712-85.8% | $3,203-83.5% |
| Admin fee / account holder | $678 | $3,581-81.1% | $5,333-87.3% | $4,296-84.2% |