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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 | $52,859 | $65,364-19.1% | $92,909-43.1% | $72,975-27.6% |
| Participation rate | 27.5% | 68.3%-40.8pp | 76.0%-48.5pp | 69.5%-42.0pp |
| Annual return | 23.94% | 42.11%-18.2pp | 109.44%-85.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $760 | $3,128-75.7% | $4,238-82.1% | $3,608-78.9% |
| Admin fee / account holder | $4,010 | $4,251-5.7% | $5,795-30.8% | $5,124-21.7% |