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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 | $64,524 | $73,787-12.6% | $98,716-34.6% | $82,448-21.7% |
| Participation rate | 10.0% | 61.4%-51.4pp | 69.3%-59.3pp | 68.1%-58.1pp |
| Annual return | 20.89% | 18.57%+2.3pp | 31.81%-10.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $295 | $3,081-90.4% | $4,048-92.7% | $4,139-92.9% |
| Admin fee / account holder | $745 | $6,500-88.5% | $8,703-91.4% | $7,234-89.7% |