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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 | $35,983 | $56,894-36.8% | $84,753-57.5% | $62,881-42.8% |
| Participation rate | 53.3% | 68.5%-15.2pp | 76.6%-23.3pp | 69.3%-16.0pp |
| Annual return | 8.59% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $859 | $2,709-68.3% | $3,712-76.8% | $3,203-73.2% |
| Admin fee / account holder | $1,048 | $3,581-70.7% | $5,333-80.4% | $4,296-75.6% |