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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 | $37,568 | $56,894-34.0% | $84,753-55.7% | $62,881-40.3% |
| Participation rate | 34.8% | 68.5%-33.8pp | 76.6%-41.8pp | 69.3%-34.5pp |
| Annual return | 7.84% | 6.30%+1.5pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $592 | $2,400-75.3% | $3,574-83.4% | $2,281-74.0% |
| Participant deferral / active EE | $788 | $2,709-70.9% | $3,712-78.8% | $3,203-75.4% |
| Admin fee / account holder | $7,986 | $3,581+123.0% | $5,333+49.7% | $4,296+85.9% |