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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 | $26,480 | $53,777-50.8% | $134,155-80.3% | $79,858-66.8% |
| Participation rate | 14.5% | 58.8%-44.3pp | 72.2%-57.7pp | 69.6%-55.1pp |
| Annual return | 20.13% | 19.01%+1.1pp | 36.34%-16.2pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $770 | $2,420-68.2% | $3,500-78.0% | $3,740-79.4% |
| Admin fee / account holder | $3,212 | $3,984-19.4% | $6,685-52.0% | $5,306-39.5% |