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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 | $86,250 | $101,795-15.3% | $165,100-47.8% | $80,959+6.5% |
| Participation rate | 43.2% | 71.8%-28.6pp | 78.6%-35.4pp | 67.7%-24.4pp |
| Annual return | 23.87% | 16.73%+7.1pp | 70.21%-46.3pp | 35.67%-11.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,856 | $4,476-58.5% | $6,035-69.2% | $4,300-56.8% |
| Admin fee / account holder | $2,319 | $8,221-71.8% | $12,696-81.7% | $6,925-66.5% |