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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 | $52,068 | $71,208-26.9% | $93,681-44.4% | $80,911-35.6% |
| Participation rate | 58.6% | 60.4%-1.8pp | 68.7%-10.1pp | 67.6%-9.0pp |
| Annual return | 29.89% | 11.27%+18.6pp | 133.47%-103.6pp | 35.63%-5.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $974 | $4,035-75.9% | $4,415-77.9% | $4,297-77.3% |
| Admin fee / account holder | $1,203 | $6,951-82.7% | $8,290-85.5% | $6,935-82.7% |