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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 | $22,230 | $51,708-57.0% | $106,619-79.2% | $62,881-64.6% |
| Participation rate | 63.0% | 66.9%-3.9pp | 78.0%-15.0pp | 69.3%-6.3pp |
| Annual return | 7.08% | 4.69%+2.4pp | 9.42%-2.3pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $595 | $2,315-74.3% | $3,930-84.9% | $3,203-81.4% |
| Admin fee / account holder | $4,866 | $3,349+45.3% | $6,418-24.2% | $4,296+13.3% |