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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 | $23,052 | $90,400-74.5% | $186,193-87.6% | $87,485-73.7% |
| Participation rate | 69.2% | 66.2%+3.0pp | 77.1%-7.9pp | 68.9%+0.3pp |
| Annual return | 13.70% | 22.15%-8.4pp | 78.03%-64.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $458 | $4,330-89.4% | $6,513-93.0% | $4,274-89.3% |
| Admin fee / account holder | $1,648 | $8,673-81.0% | $11,058-85.1% | $7,775-78.8% |