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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 | $49,249 | $80,992-39.2% | $96,534-49.0% | $75,173-34.5% |
| Participation rate | 21.1% | 71.8%-50.7pp | 76.0%-54.9pp | 67.2%-46.2pp |
| Annual return | 26.53% | 27.05%-0.5pp | 25.88%+0.7pp | 160.72%-134.2pp |
| Employer contribution / active EE | $707 | $2,283-69.0% | $2,965-76.2% | $2,671-73.5% |
| Participant deferral / active EE | $1,585 | $3,929-59.7% | $4,851-67.3% | $4,126-61.6% |
| Admin fee / account holder | $1,519 | $6,717-77.4% | $8,253-81.6% | $5,651-73.1% |