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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 | $49,420 | $62,583-21.0% | $76,767-35.6% | $64,173-23.0% |
| Participation rate | 42.3% | 72.8%-30.5pp | 77.0%-34.7pp | 69.6%-27.3pp |
| Annual return | 6.54% | -1.95%+8.5pp | 2.43%+4.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $470 | $1,832-74.3% | $2,485-81.1% | $2,381-80.2% |
| Participant deferral / active EE | $1,092 | $3,145-65.3% | $3,852-71.7% | $3,470-68.5% |
| Admin fee / account holder | $1,209 | $4,667-74.1% | $6,675-81.9% | $4,887-75.3% |