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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 | $37,620 | $69,977-46.2% | $108,582-65.4% | $62,881-40.2% |
| Participation rate | 54.7% | 72.9%-18.2pp | 79.6%-24.9pp | 69.3%-14.6pp |
| Annual return | 5.79% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $453 | $2,135-78.8% | $3,758-88.0% | $2,281-80.1% |
| Participant deferral / active EE | $759 | $3,165-76.0% | $4,311-82.4% | $3,203-76.3% |
| Admin fee / account holder | $1,174 | $5,076-76.9% | $7,645-84.6% | $4,296-72.7% |