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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 | $74,603 | $63,845+16.9% | $81,370-8.3% | $80,959-7.9% |
| Participation rate | 18.7% | 63.9%-45.2pp | 69.5%-50.9pp | 67.7%-49.0pp |
| Annual return | 13.19% | 16.37%-3.2pp | 24.85%-11.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $430 | $3,093-86.1% | $3,885-88.9% | $4,300-90.0% |
| Admin fee / account holder | $27,181 | $5,688+377.8% | $5,749+372.8% | $6,925+292.5% |