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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 | $29,773 | $52,580-43.4% | $71,671-58.5% | $70,126-57.5% |
| Participation rate | 61.0% | 60.9%+0.1pp | 68.7%-7.7pp | 69.5%-8.5pp |
| Annual return | 18.20% | 20.25%-2.0pp | 20.65%-2.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $857 | $2,386-64.1% | $3,438-75.1% | $3,332-74.3% |
| Admin fee / account holder | $1,751 | $3,653-52.1% | $5,558-68.5% | $4,645-62.3% |