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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 | $27,126 | $88,360-69.3% | $145,433-81.3% | $67,986-60.1% |
| Participation rate | 68.9% | 65.5%+3.4pp | 82.1%-13.3pp | 57.2%+11.7pp |
| Annual return | 18.37% | 63.15%-44.8pp | 66.58%-48.2pp | 31.67%-13.3pp |
| Employer contribution / active EE | $2,934 | $3,054-3.9% | $4,554-35.6% | $2,019+45.3% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,583 | $3,313-52.2% | $13,129-87.9% | $3,203-50.6% |