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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 | $54,368 | $53,596+1.4% | $90,657-40.0% | $64,173-15.3% |
| Participation rate | 23.6% | 64.5%-40.9pp | 74.0%-50.4pp | 69.6%-46.0pp |
| Annual return | 9.36% | 4.41%+4.9pp | 1.89%+7.5pp | 7.63%+1.7pp |
| Employer contribution / active EE | $417 | $1,503-72.3% | $2,532-83.5% | $2,381-82.5% |
| Participant deferral / active EE | $851 | $2,459-65.4% | $3,424-75.2% | $3,470-75.5% |
| Admin fee / account holder | $2,135 | $3,868-44.8% | $4,994-57.3% | $4,887-56.3% |