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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 | $76,390 | $104,098-26.6% | $140,514-45.6% | $94,015-18.7% |
| Participation rate | 41.9% | 73.7%-31.8pp | 77.8%-35.9pp | 70.8%-28.9pp |
| Annual return | 15.73% | 15.14%+0.6pp | 14.36%+1.4pp | 17.84%-2.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,006 | $4,033-75.0% | $4,919-79.5% | $4,249-76.3% |
| Admin fee / account holder | $481 | $10,439-95.4% | $13,697-96.5% | $8,951-94.6% |