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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 | $48,409 | $54,541-11.2% | $78,778-38.5% | $70,126-31.0% |
| Participation rate | 22.6% | 60.8%-38.2pp | 69.2%-46.6pp | 69.5%-47.0pp |
| Annual return | 12.86% | 21.07%-8.2pp | 35.62%-22.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $533 | $1,089-51.0% | $1,986-73.2% | $2,343-77.2% |
| Participant deferral / active EE | $638 | $2,210-71.1% | $2,958-78.4% | $3,332-80.8% |
| Admin fee / account holder | $6,407 | $3,709+72.8% | $5,134+24.8% | $4,645+37.9% |