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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 | $27,317 | $81,947-66.7% | $105,387-74.1% | $72,976-62.6% |
| Participation rate | 34.6% | 76.5%-41.9pp | 82.6%-48.0pp | 69.5%-34.9pp |
| Annual return | 31.96% | 42.90%-10.9pp | 26.82%+5.1pp | 81.02%-49.1pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,276 | $4,494-71.6% | $5,502-76.8% | $3,608-64.6% |
| Admin fee / account holder | $5,518 | $6,258-11.8% | $6,559-15.9% | $5,124+7.7% |