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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 | $31,480 | $81,331-61.3% | $155,534-79.8% | $80,935-61.1% |
| Participation rate | 67.5% | 66.3%+1.2pp | 78.2%-10.7pp | 67.7%-0.2pp |
| Annual return | 14.08% | 33.37%-19.3pp | 64.92%-50.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,582 | $3,105-49.1% | $4,675-66.2% | $2,757-42.6% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,575 | $7,999-80.3% | $15,900-90.1% | $6,924-77.3% |