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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 | $49,717 | $48,118+3.3% | $136,833-63.7% | $94,015-47.1% |
| Participation rate | 6.9% | 47.4%-40.5pp | 59.0%-52.1pp | 70.8%-63.9pp |
| Annual return | 16.98% | 14.65%+2.3pp | 35.32%-18.3pp | 17.84%-0.9pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $34 | $1,651-98.0% | $2,441-98.6% | $4,249-99.2% |
| Admin fee / account holder | $1,645 | $3,059-46.2% | $4,706-65.0% | $8,951-81.6% |