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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 | $110,137-62.0% | $161,149-74.1% | $82,637-49.4% |
| Participation rate | 64.6% | 72.4%-7.8pp | 78.8%-14.3pp | 68.1%-3.5pp |
| Annual return | 18.09% | 20.69%-2.6pp | 21.16%-3.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,619 | $4,575-64.6% | $6,153-73.7% | $4,126-60.8% |
| Admin fee / account holder | $12,247 | $9,467+29.4% | $15,194-19.4% | $7,339+66.9% |