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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 | $90,867 | $76,564+18.7% | $105,582-13.9% | $94,015-3.3% |
| Participation rate | 12.8% | 65.2%-52.4pp | 71.8%-59.0pp | 70.8%-58.1pp |
| Annual return | 11.84% | 20.69%-8.9pp | 18.61%-6.8pp | 17.84%-6.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $462 | $3,320-86.1% | $4,353-89.4% | $4,249-89.1% |
| Admin fee / account holder | $9,067 | $7,129+27.2% | $12,856-29.5% | $8,951+1.3% |