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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 | $41,810 | $108,825-61.6% | $156,181-73.2% | $82,448-49.3% |
| Participation rate | 64.6% | 72.4%-7.8pp | 78.8%-14.3pp | 68.1%-3.5pp |
| Annual return | 18.09% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,619 | $4,577-64.6% | $6,132-73.6% | $4,139-60.9% |
| Admin fee / account holder | $12,247 | $9,341+31.1% | $14,586-16.0% | $7,234+69.3% |