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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 | $81,387 | $80,985+0.5% | $96,576-15.7% | $75,181+8.3% |
| Participation rate | 60.7% | 71.8%-11.1pp | 76.0%-15.3pp | 67.2%-6.5pp |
| Annual return | 25.12% | 27.05%-1.9pp | 25.87%-0.8pp | 160.69%-135.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,689 | $3,929-57.0% | $4,851-65.2% | $4,126-59.1% |
| Admin fee / account holder | $3,803 | $6,719-43.4% | $8,253-53.9% | $5,650-32.7% |