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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 | $60,211 | $70,917-15.1% | $98,920-39.1% | $73,497-18.1% |
| Participation rate | 44.4% | 73.8%-29.4pp | 76.0%-31.6pp | 70.7%-26.2pp |
| Annual return | 29.26% | 34.18%-4.9pp | 196.47%-167.2pp | 28.51%+0.7pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $850 | $3,501-75.7% | $4,245-80.0% | $3,740-77.3% |
| Admin fee / account holder | $1,095 | $535+104.7% | $6,643-83.5% | $513+113.4% |