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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 | $57,723 | $57,065+1.2% | $75,670-23.7% | $70,131-17.7% |
| Participation rate | 39.4% | 68.1%-28.7pp | 72.3%-33.0pp | 69.5%-30.1pp |
| Annual return | 16.22% | 23.57%-7.3pp | 27.34%-11.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $859 | $2,580-66.7% | $3,142-72.7% | $3,332-74.2% |
| Admin fee / account holder | $1,752 | $3,825-54.2% | $5,800-69.8% | $4,645-62.3% |