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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 | $27,641 | $54,541-49.3% | $78,778-64.9% | $70,126-60.6% |
| Participation rate | 65.0% | 60.8%+4.2pp | 69.2%-4.2pp | 69.5%-4.5pp |
| Annual return | 13.12% | 21.07%-8.0pp | 35.62%-22.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,253 | $1,089+107.0% | $1,986+13.5% | $2,343-3.8% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,446 | $3,709-34.0% | $5,134-52.4% | $4,645-47.3% |