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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 | $87,056 | $95,404-8.8% | $113,397-23.2% | $82,637+5.3% |
| Participation rate | 29.1% | 72.8%-43.7pp | 76.5%-47.4pp | 68.1%-38.9pp |
| Annual return | 13.31% | 19.08%-5.8pp | 23.20%-9.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,768 | $4,220-58.1% | $5,076-65.2% | $4,126-57.1% |
| Admin fee / account holder | $10,269 | $9,168+12.0% | $11,957-14.1% | $7,339+39.9% |