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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 | $40,346 | $81,358-50.4% | $155,556-74.1% | $80,959-50.2% |
| Participation rate | 67.3% | 66.3%+1.0pp | 78.2%-11.0pp | 67.7%-0.4pp |
| Annual return | 12.27% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $4,375 | $3,106+40.8% | $4,675-6.4% | $2,757+58.7% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,524 | $7,994-80.9% | $15,885-90.4% | $6,925-78.0% |