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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 | $55,536 | $64,307-13.6% | $57,347-3.2% | $125,393-55.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 83.2%-43.2pp |
| Annual return | 2.22% | 25.14%-22.9pp | 24.40%-22.2pp | 282.23%-280.0pp |
| Employer contribution / active EE | $2,560 | $3,193-19.8% | $2,689-4.8% | $4,866-47.4% |
| Participant deferral / active EE | $180 | $3,847-95.3% | $3,162-94.3% | $5,351-96.6% |
| Admin fee / account holder | $4,598 | $5,242-12.3% | $3,356+37.0% | $9,541-51.8% |