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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 | $45,089 | $56,894-20.7% | $84,753-46.8% | $62,881-28.3% |
| Participation rate | 19.5% | 68.5%-49.0pp | 76.6%-57.1pp | 69.3%-49.8pp |
| Annual return | 8.17% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $526 | $2,709-80.6% | $3,712-85.8% | $3,203-83.6% |
| Admin fee / account holder | $3,017 | $3,581-15.8% | $5,333-43.4% | $4,296-29.8% |