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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 | $47,881 | $78,423-38.9% | $95,964-50.1% | $79,856-40.0% |
| Participation rate | 32.9% | 73.5%-40.6pp | 77.1%-44.2pp | 69.6%-36.7pp |
| Annual return | 21.98% | 19.37%+2.6pp | 91.64%-69.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,207 | $3,440-64.9% | $4,167-71.0% | $3,741-67.7% |
| Admin fee / account holder | $982 | $5,622-82.5% | $6,797-85.6% | $5,306-81.5% |