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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 | $53,278 | $60,349-11.7% | $74,184-28.2% | $62,881-15.3% |
| Participation rate | 18.1% | 72.7%-54.6pp | 76.6%-58.5pp | 69.3%-51.2pp |
| Annual return | 5.92% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $348 | $1,680-79.3% | $2,370-85.3% | $2,281-84.8% |
| Participant deferral / active EE | $1,047 | $2,856-63.4% | $3,550-70.5% | $3,203-67.3% |
| Admin fee / account holder | $606 | $4,261-85.8% | $5,586-89.2% | $4,296-85.9% |