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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 | $57,529 | $107,421-46.4% | $182,262-68.4% | $94,015-38.8% |
| Participation rate | 49.2% | 77.8%-28.6pp | 84.2%-35.0pp | 70.8%-21.6pp |
| Annual return | 18.15% | 21.32%-3.2pp | 140.60%-122.4pp | 17.84%+0.3pp |
| Employer contribution / active EE | $1,023 | $3,448-70.3% | $5,046-79.7% | $2,790-63.3% |
| Participant deferral / active EE | $2,170 | $6,558-66.9% | $8,276-73.8% | $4,249-48.9% |
| Admin fee / account holder | $9,454 | $8,692+8.8% | $16,712-43.4% | $8,951+5.6% |