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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 | $62,413 | $76,551-18.5% | $123,894-49.6% | $62,881-0.7% |
| Participation rate | 22.2% | 73.0%-50.8pp | 81.4%-59.2pp | 69.3%-47.1pp |
| Annual return | 24.54% | 18.68%+5.9pp | 47.52%-23.0pp | 20.14%+4.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,682 | $4,840-65.2% | $5,984-71.9% | $3,203-47.5% |
| Admin fee / account holder | $56,957 | $4,826+1080.3% | $8,357+581.5% | $4,296+1225.9% |