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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 | $73,130 | $72,492+0.9% | $87,104-16.0% | $72,975+0.2% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 20.50% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,161 | $3,270-64.5% | $4,048-71.3% | $3,608-67.8% |
| Admin fee / account holder | $2,693 | $5,055-46.7% | $7,491-64.0% | $5,124-47.4% |