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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 | $49,908 | $56,894-12.3% | $84,753-41.1% | $62,881-20.6% |
| Participation rate | 21.7% | 68.5%-46.8pp | 76.6%-54.9pp | 69.3%-47.6pp |
| Annual return | 7.94% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $587 | $2,400-75.5% | $3,574-83.6% | $2,281-74.2% |
| Participant deferral / active EE | $983 | $2,709-63.7% | $3,712-73.5% | $3,203-69.3% |
| Admin fee / account holder | $1,618 | $3,581-54.8% | $5,333-69.7% | $4,296-62.3% |