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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 | $64,392 | $58,099+10.8% | $76,902-16.3% | $75,177-14.3% |
| Participation rate | 4.8% | 63.9%-59.1pp | 69.6%-64.8pp | 67.2%-62.4pp |
| Annual return | 14.23% | 26.71%-12.5pp | 37.91%-23.7pp | 160.75%-146.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $656 | $2,999-78.1% | $3,833-82.9% | $4,126-84.1% |
| Admin fee / account holder | $8,336 | $4,778+74.5% | $5,479+52.2% | $5,651+47.5% |