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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 | $49,848 | $51,092-2.4% | $76,735-35.0% | $79,634-37.4% |
| Participation rate | 7.0% | 50.2%-43.2pp | 69.5%-62.5pp | 62.5%-55.5pp |
| Annual return | 16.89% | 18.04%-1.2pp | 29.77%-12.9pp | 36.46%-19.6pp |
| Employer contribution / active EE | $208 | $1,519-86.3% | $2,454-91.5% | $2,529-91.8% |
| Participant deferral / active EE | $516 | $2,529-79.6% | $4,088-87.4% | $3,835-86.5% |
| Admin fee / account holder | $2,633 | $1,865+41.2% | $7,189-63.4% | $1,002+162.8% |