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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 | $55,646 | $64,517-13.7% | $81,438-31.7% | $80,874-31.2% |
| Participation rate | 49.4% | 63.9%-14.5pp | 69.5%-20.1pp | 67.6%-18.2pp |
| Annual return | 18.40% | 16.35%+2.1pp | 24.74%-6.3pp | 35.62%-17.2pp |
| Employer contribution / active EE | $448 | $1,982-77.4% | $2,460-81.8% | $2,756-83.7% |
| Participant deferral / active EE | $1,005 | $3,096-67.5% | $3,883-74.1% | $4,297-76.6% |
| Admin fee / account holder | $3,059 | $5,677-46.1% | $5,764-46.9% | $6,935-55.9% |