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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 | $50,783 | $56,894-10.7% | $84,753-40.1% | $62,881-19.2% |
| Participation rate | 40.0% | 68.5%-28.5pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 8.45% | 6.30%+2.1pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,040 | $2,709-61.6% | $3,712-72.0% | $3,203-67.5% |
| Admin fee / account holder | $638 | $3,581-82.2% | $5,333-88.0% | $4,296-85.1% |