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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 | $28,578 | $80,983-64.7% | $96,544-70.4% | $75,177-62.0% |
| Participation rate | 67.4% | 71.8%-4.4pp | 76.0%-8.6pp | 67.2%+0.2pp |
| Annual return | 14.13% | 27.05%-12.9pp | 25.88%-11.8pp | 160.75%-146.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,756 | $3,929-55.3% | $4,851-63.8% | $4,126-57.4% |
| Admin fee / account holder | $1,139 | $6,717-83.0% | $8,254-86.2% | $5,651-79.8% |