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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 | $59,122 | $101,778-41.9% | $164,975-64.2% | $80,925-26.9% |
| Participation rate | 7.2% | 71.8%-64.6pp | 78.6%-71.4pp | 67.7%-60.4pp |
| Annual return | 17.42% | 16.73%+0.7pp | 70.12%-52.7pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $660 | $4,477-85.3% | $6,033-89.1% | $4,299-84.6% |
| Admin fee / account holder | $2,263 | $8,221-72.5% | $12,688-82.2% | $6,940-67.4% |