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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 | $57,227 | $56,894+0.6% | $84,753-32.5% | $62,881-9.0% |
| Participation rate | 21.6% | 68.5%-46.9pp | 76.6%-55.0pp | 69.3%-47.7pp |
| Annual return | 4.47% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $880 | $2,709-67.5% | $3,712-76.3% | $3,203-72.5% |
| Admin fee / account holder | $803 | $3,581-77.6% | $5,333-85.0% | $4,296-81.3% |