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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 | $74,563 | $63,904+16.7% | $89,340-16.5% | $67,986+9.7% |
| Participation rate | 13.2% | 54.3%-41.1pp | 69.6%-56.3pp | 57.2%-44.0pp |
| Annual return | 13.39% | 18.09%-4.7pp | 20.57%-7.2pp | 31.67%-18.3pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $311 | $2,691-88.4% | $3,823-91.9% | $3,358-90.7% |
| Admin fee / account holder | $12,431 | $3,315+275.0% | $6,704+85.4% | $3,203+288.1% |