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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 | $55,858 | $62,583-10.7% | $76,767-27.2% | $64,173-13.0% |
| Participation rate | 50.5% | 72.8%-22.3pp | 77.0%-26.4pp | 69.6%-19.0pp |
| Annual return | 8.15% | -1.95%+10.1pp | 2.43%+5.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $521 | $1,832-71.5% | $2,485-79.0% | $2,381-78.1% |
| Participant deferral / active EE | $1,088 | $3,145-65.4% | $3,852-71.8% | $3,470-68.6% |
| Admin fee / account holder | $9,719 | $4,667+108.3% | $6,675+45.6% | $4,887+98.9% |