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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 | $42,700 | $41,824+2.1% | $136,833-68.8% | $69,733-38.8% |
| Participation rate | 7.6% | 29.3%-21.7pp | 59.0%-51.4pp | 62.5%-54.8pp |
| Annual return | 13.78% | 13.53%+0.2pp | 35.32%-21.5pp | 15.22%-1.4pp |
| Employer contribution / active EE | $0 | $494-100.0% | $1,319-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $243 | $1,105-78.0% | $2,441-90.0% | $3,054-92.0% |
| Admin fee / account holder | $6,113 | $2,895+111.2% | $4,706+29.9% | $3,102+97.1% |