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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 | $85,245 | $79,955+6.6% | $98,450-13.4% | $75,181+13.4% |
| Participation rate | 46.2% | 70.4%-24.2pp | 75.2%-29.0pp | 67.2%-21.0pp |
| Annual return | 13.70% | 19.75%-6.1pp | 21.16%-7.5pp | 160.69%-147.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $542 | $3,752-85.5% | $4,739-88.6% | $4,126-86.9% |
| Admin fee / account holder | $2,607 | $6,841-61.9% | $8,961-70.9% | $5,650-53.9% |