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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 | $50,573 | $58,828-14.0% | $78,002-35.2% | $62,881-19.6% |
| Participation rate | 16.3% | 71.1%-54.8pp | 75.5%-59.2pp | 69.3%-53.0pp |
| Annual return | 7.09% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $458 | $1,672-72.6% | $2,470-81.5% | $2,281-79.9% |
| Participant deferral / active EE | $1,095 | $2,686-59.2% | $3,497-68.7% | $3,203-65.8% |
| Admin fee / account holder | $6,215 | $4,393+41.5% | $5,481+13.4% | $4,296+44.7% |