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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 | $64,501-56.1% | $108,753-73.9% | $65,306-56.6% |
| Participation rate | 63.1% | 50.8%+12.3pp | 71.1%-8.0pp | 57.7%+5.4pp |
| Annual return | 16.21% | 21.09%-4.9pp | 37.47%-21.3pp | 21.94%-5.7pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $896 | $2,401-62.7% | $4,115-78.2% | $2,959-69.7% |
| Admin fee / account holder | $1,704 | $4,971-65.7% | $10,320-83.5% | $3,480-51.0% |