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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 | $70,450 | $86,940-19.0% | $102,434-31.2% | $80,935-13.0% |
| Participation rate | 25.4% | 72.4%-47.0pp | 76.5%-51.1pp | 67.7%-42.2pp |
| Annual return | 20.86% | 18.89%+2.0pp | 29.46%-8.6pp | 35.66%-14.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $29 | $4,121-99.3% | $5,055-99.4% | $4,299-99.3% |
| Admin fee / account holder | $1,302 | $8,047-83.8% | $9,462-86.2% | $6,924-81.2% |