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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 | $76,534 | $46,877+63.3% | $122,354-37.4% | $70,126+9.1% |
| Participation rate | 21.2% | 58.2%-37.0pp | 71.6%-50.4pp | 69.5%-48.3pp |
| Annual return | 22.22% | 24.22%-2.0pp | 30.28%-8.1pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $782 | $2,167-63.9% | $3,287-76.2% | $3,332-76.5% |
| Admin fee / account holder | $2,720 | $3,324-18.2% | $5,479-50.4% | $4,645-41.5% |