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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 | $73,854 | $67,602+9.2% | $82,312-10.3% | $70,126+5.3% |
| Participation rate | 26.1% | 72.8%-46.7pp | 76.9%-50.8pp | 69.5%-43.5pp |
| Annual return | 17.12% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,204 | $2,987-59.7% | $3,706-67.5% | $3,332-63.9% |
| Admin fee / account holder | $7,127 | $4,512+58.0% | $5,608+27.1% | $4,645+53.4% |