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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 | $79,363 | $80,992-2.0% | $96,534-17.8% | $75,173+5.6% |
| Participation rate | 17.9% | 71.8%-53.9pp | 76.0%-58.1pp | 67.2%-49.3pp |
| Annual return | 13.62% | 27.05%-13.4pp | 25.88%-12.3pp | 160.72%-147.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $227 | $3,929-94.2% | $4,851-95.3% | $4,126-94.5% |
| Admin fee / account holder | $2,929 | $6,717-56.4% | $8,253-64.5% | $5,651-48.2% |