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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 | $26,055 | $62,589-58.4% | $76,768-66.1% | $64,173-59.4% |
| Participation rate | 23.3% | 72.8%-49.5pp | 77.0%-53.6pp | 69.6%-46.2pp |
| Annual return | 28.64% | -1.95%+30.6pp | 2.43%+26.2pp | 7.63%+21.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $722 | $3,145-77.0% | $3,852-81.2% | $3,470-79.2% |
| Admin fee / account holder | $5,261 | $4,667+12.7% | $6,675-21.2% | $4,887+7.6% |