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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 | $50,676 | $67,894-25.4% | $89,340-43.3% | $82,448-38.5% |
| Participation rate | 28.6% | 64.0%-35.5pp | 69.6%-41.0pp | 68.1%-39.5pp |
| Annual return | 29.97% | 19.21%+10.8pp | 20.57%+9.4pp | 41.64%-11.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $933 | $3,072-69.6% | $3,823-75.6% | $4,139-77.5% |
| Admin fee / account holder | $15,120 | $5,723+164.2% | $6,704+125.6% | $7,234+109.0% |