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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 | $53,518 | $65,704-18.5% | $94,229-43.2% | $59,633-10.3% |
| Participation rate | 32.6% | 72.1%-39.6pp | 78.8%-46.2pp | 68.7%-36.1pp |
| Annual return | 0.95% | 5.22%-4.3pp | 10.68%-9.7pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $636 | $2,021-68.5% | $3,587-82.3% | $2,203-71.1% |
| Participant deferral / active EE | $1,124 | $3,143-64.2% | $4,320-74.0% | $3,192-64.8% |
| Admin fee / account holder | $5,460 | $4,265+28.0% | $6,269-12.9% | $4,297+27.1% |