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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 | $71,925 | $46,877+53.4% | $122,354-41.2% | $70,126+2.6% |
| Participation rate | 52.1% | 58.2%-6.1pp | 71.6%-19.6pp | 69.5%-17.5pp |
| Annual return | 15.84% | 24.22%-8.4pp | 30.28%-14.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $640 | $2,167-70.5% | $3,287-80.5% | $3,332-80.8% |
| Admin fee / account holder | $3,018 | $3,324-9.2% | $5,479-44.9% | $4,645-35.0% |