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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 | $55,005 | $51,708+6.4% | $106,619-48.4% | $62,881-12.5% |
| Participation rate | 14.6% | 66.9%-52.2pp | 78.0%-63.4pp | 69.3%-54.7pp |
| Annual return | 6.12% | 4.69%+1.4pp | 9.42%-3.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $388 | $2,315-83.3% | $3,930-90.1% | $3,203-87.9% |
| Admin fee / account holder | $1,112 | $3,349-66.8% | $6,418-82.7% | $4,296-74.1% |