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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 | $36,350 | $77,788-53.3% | $119,126-69.5% | $64,728-43.8% |
| Participation rate | 20.6% | 69.4%-48.8pp | 75.8%-55.2pp | 57.9%-37.3pp |
| Annual return | 17.39% | 13.19%+4.2pp | 282.11%-264.7pp | 49.38%-32.0pp |
| Employer contribution / active EE | $0 | $4,031-100.0% | $4,034-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,002 | $2,599-61.5% | $5,318-81.2% | $2,729-63.3% |
| Admin fee / account holder | $2,450 | $1,365+79.4% | $10,693-77.1% | $1,145+113.9% |