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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 | $64,050 | $71,526-10.5% | $98,450-34.9% | $71,495-10.4% |
| Participation rate | 34.4% | 72.7%-38.3pp | 75.2%-40.8pp | 67.9%-33.6pp |
| Annual return | 21.75% | 32.42%-10.7pp | 21.16%+0.6pp | 28.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,225 | $4,110-70.2% | $4,739-74.1% | $4,291-71.4% |
| Admin fee / account holder | $4,996 | $1,675+198.2% | $8,961-44.3% | $1,588+214.6% |