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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 | $40,114 | $45,087-11.0% | $69,483-42.3% | $72,976-45.0% |
| Participation rate | 22.6% | 68.5%-45.9pp | 74.6%-52.0pp | 69.5%-46.9pp |
| Annual return | 16.88% | 22.67%-5.8pp | 28.99%-12.1pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $680 | $2,603-73.9% | $3,537-80.8% | $3,608-81.1% |
| Admin fee / account holder | $1,107 | $3,057-63.8% | $3,841-71.2% | $5,124-78.4% |