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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 | $28,873 | $56,894-49.3% | $84,753-65.9% | $62,881-54.1% |
| Participation rate | 31.9% | 68.5%-36.6pp | 76.6%-44.7pp | 69.3%-37.4pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $597 | $2,709-78.0% | $3,712-83.9% | $3,203-81.4% |
| Admin fee / account holder | $465 | $3,581-87.0% | $5,333-91.3% | $4,296-89.2% |