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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 | $77,682 | $77,962-0.4% | $178,540-56.5% | $80,935-4.0% |
| Participation rate | 12.8% | 65.7%-52.9pp | 77.1%-64.3pp | 67.7%-54.9pp |
| Annual return | 21.34% | 18.10%+3.2pp | 27.15%-5.8pp | 35.66%-14.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,123 | $4,404-74.5% | $6,281-82.1% | $4,299-73.9% |
| Admin fee / account holder | $101,188 | $7,156+1314.1% | $10,424+870.7% | $6,924+1361.3% |