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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 | $44,538 | $108,825-59.1% | $156,181-71.5% | $82,448-46.0% |
| Participation rate | 68.8% | 72.4%-3.6pp | 78.8%-10.1pp | 68.1%+0.7pp |
| Annual return | 15.37% | 20.59%-5.2pp | 64.87%-49.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $961 | $4,577-79.0% | $6,132-84.3% | $4,139-76.8% |
| Admin fee / account holder | $1,981 | $9,341-78.8% | $14,586-86.4% | $7,234-72.6% |