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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 | $50,194 | $48,011+4.5% | $63,803-21.3% | $82,637-39.3% |
| Participation rate | 29.7% | 66.6%-36.8pp | 72.7%-43.0pp | 68.1%-38.3pp |
| Annual return | 21.27% | 19.84%+1.4pp | 543.72%-522.5pp | 53.51%-32.2pp |
| Employer contribution / active EE | $405 | $1,904-78.7% | $2,532-84.0% | $2,552-84.1% |
| Participant deferral / active EE | $747 | $2,846-73.7% | $3,843-80.6% | $4,126-81.9% |
| Admin fee / account holder | $1,551 | $3,873-60.0% | $5,196-70.1% | $7,339-78.9% |