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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 | $50,956 | $53,596-4.9% | $90,655-43.8% | $64,181-20.6% |
| Participation rate | 53.3% | 64.5%-11.2pp | 74.0%-20.7pp | 69.6%-16.2pp |
| Annual return | 7.01% | 4.41%+2.6pp | 1.89%+5.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $434 | $2,459-82.4% | $3,425-87.3% | $3,470-87.5% |
| Admin fee / account holder | $1,294 | $3,868-66.6% | $4,994-74.1% | $4,887-73.5% |