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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 | $56,249 | $51,283+9.7% | $95,759-41.3% | $71,529-21.4% |
| Participation rate | 29.5% | 63.1%-33.6pp | 72.3%-42.8pp | 67.9%-38.5pp |
| Annual return | 15.24% | 25.25%-10.0pp | 28.42%-13.2pp | 28.97%-13.7pp |
| Employer contribution / active EE | $601 | $1,817-66.9% | $2,836-78.8% | $2,590-76.8% |
| Participant deferral / active EE | $934 | $3,365-72.2% | $4,244-78.0% | $4,291-78.2% |
| Admin fee / account holder | $6,774 | $1,135+496.9% | $5,678+19.3% | $1,588+326.5% |