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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 | $36,757 | $79,955-54.0% | $98,461-62.7% | $75,173-51.1% |
| Participation rate | 21.2% | 70.4%-49.2pp | 75.2%-54.0pp | 67.2%-46.0pp |
| Annual return | 20.61% | 19.75%+0.9pp | 21.17%-0.6pp | 160.72%-140.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $799 | $3,752-78.7% | $4,738-83.1% | $4,126-80.6% |
| Admin fee / account holder | $3,388 | $6,841-50.5% | $8,961-62.2% | $5,651-40.0% |