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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 | $33,074 | $58,512-43.5% | $84,020-60.6% | $72,983-54.7% |
| Participation rate | 60.8% | 61.2%-0.4pp | 69.0%-8.2pp | 69.5%-8.7pp |
| Annual return | 17.67% | 28.93%-11.3pp | 71.31%-53.6pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $576 | $2,394-75.9% | $3,239-82.2% | $3,608-84.0% |
| Admin fee / account holder | $1,676 | $4,569-63.3% | $6,101-72.5% | $5,124-67.3% |