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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 | $55,722 | $64,909-14.2% | $82,312-32.3% | $62,293-10.5% |
| Participation rate | 9.3% | 74.9%-65.5pp | 76.9%-67.6pp | 69.5%-60.2pp |
| Annual return | 21.58% | 21.18%+0.4pp | 25.88%-4.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,076 | $3,103-65.3% | $3,706-71.0% | $3,169-66.1% |
| Admin fee / account holder | $1,823 | $440+314.7% | $5,608-67.5% | $479+280.3% |