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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 | $50,026 | $70,486-29.0% | $100,528-50.2% | $79,852-37.4% |
| Participation rate | 14.8% | 73.6%-58.8pp | 79.4%-64.6pp | 69.6%-54.8pp |
| Annual return | 13.96% | 21.90%-7.9pp | 30.90%-16.9pp | 31.72%-17.8pp |
| Employer contribution / active EE | $344 | $2,165-84.1% | $3,419-89.9% | $2,471-86.1% |
| Participant deferral / active EE | $1,452 | $5,182-72.0% | $6,271-76.8% | $3,740-61.2% |
| Admin fee / account holder | $6,170 | $4,480+37.7% | $8,084-23.7% | $5,306+16.3% |