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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 | $65,406 | $53,774+21.6% | $134,162-51.2% | $79,852-18.1% |
| Participation rate | 33.3% | 58.8%-25.4pp | 72.2%-38.9pp | 69.6%-36.3pp |
| Annual return | 26.48% | 19.01%+7.5pp | 36.35%-9.9pp | 31.72%-5.2pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $648 | $2,420-73.2% | $3,500-81.5% | $3,740-82.7% |
| Admin fee / account holder | $480 | $3,985-87.9% | $6,685-92.8% | $5,306-91.0% |