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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 | $37,087 | $56,894-34.8% | $84,753-56.2% | $62,881-41.0% |
| Participation rate | 48.4% | 68.5%-20.2pp | 76.6%-28.2pp | 69.3%-20.9pp |
| Annual return | 5.30% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $872 | $2,709-67.8% | $3,712-76.5% | $3,203-72.8% |
| Admin fee / account holder | $1,780 | $3,581-50.3% | $5,333-66.6% | $4,296-58.6% |