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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 | $42,573 | $81,457-47.7% | $103,378-58.8% | $80,911-47.4% |
| Participation rate | 45.2% | 66.8%-21.7pp | 74.5%-29.3pp | 67.6%-22.5pp |
| Annual return | 25.86% | 25.58%+0.3pp | 24.91%+1.0pp | 35.63%-9.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $609 | $3,871-84.3% | $5,058-88.0% | $4,297-85.8% |
| Admin fee / account holder | $7,741 | $6,717+15.2% | $8,401-7.9% | $6,935+11.6% |