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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 | $41,696 | $39,132+6.6% | $57,196-27.1% | $62,881-33.7% |
| Participation rate | 51.1% | 70.5%-19.4pp | 75.3%-24.3pp | 69.3%-18.2pp |
| Annual return | 5.94% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $449 | $1,874-76.0% | $2,683-83.2% | $2,281-80.3% |
| Participant deferral / active EE | $564 | $2,374-76.2% | $3,096-81.8% | $3,203-82.4% |
| Admin fee / account holder | $2,259 | $2,594-12.9% | $3,141-28.1% | $4,296-47.4% |