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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 | $28,342 | $63,456-55.3% | $100,712-71.9% | $64,097-55.8% |
| Participation rate | 63.1% | 49.7%+13.4pp | 69.3%-6.2pp | 55.2%+7.9pp |
| Annual return | 16.21% | 19.65%-3.4pp | 33.27%-17.1pp | 34.64%-18.4pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $896 | $2,463-63.6% | $4,085-78.1% | $3,080-70.9% |
| Admin fee / account holder | $1,704 | $4,808-64.6% | $9,256-81.6% | $3,454-50.7% |