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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 | $20,590 | $73,787-72.1% | $98,716-79.1% | $82,448-75.0% |
| Participation rate | 61.9% | 61.4%+0.5pp | 69.3%-7.4pp | 68.1%-6.2pp |
| Annual return | 17.00% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,156 | $3,081-62.5% | $4,048-71.4% | $4,139-72.1% |
| Admin fee / account holder | $4,716 | $6,500-27.5% | $8,703-45.8% | $7,234-34.8% |