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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 | $59,931 | $83,485-28.2% | $125,195-52.1% | $72,976-17.9% |
| Participation rate | 32.4% | 73.3%-40.9pp | 79.8%-47.3pp | 69.5%-37.1pp |
| Annual return | 28.16% | 25.77%+2.4pp | 43.79%-15.6pp | 81.02%-52.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,390 | $3,586-61.3% | $4,937-71.9% | $3,608-61.5% |
| Admin fee / account holder | $12,002 | $5,518+117.5% | $9,704+23.7% | $5,124+134.2% |