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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 | $76,110 | $53,774+41.5% | $134,162-43.3% | $79,856-4.7% |
| Participation rate | 57.5% | 58.8%-1.3pp | 72.2%-14.7pp | 69.6%-12.1pp |
| Annual return | 14.58% | 19.01%-4.4pp | 36.35%-21.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $400 | $2,420-83.5% | $3,500-88.6% | $3,741-89.3% |
| Admin fee / account holder | $7,936 | $3,985+99.2% | $6,685+18.7% | $5,306+49.6% |