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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 | $62,086+20.1% | $90,259-17.4% | $64,340+15.9% |
| Participation rate | 13.2% | 53.9%-40.6pp | 70.7%-57.5pp | 55.2%-42.0pp |
| Annual return | 13.39% | 16.73%-3.3pp | 18.88%-5.5pp | 24.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,291-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $311 | $2,557-87.8% | $3,827-91.9% | $2,980-89.6% |
| Admin fee / account holder | $12,431 | $3,317+274.7% | $7,267+71.1% | $3,703+235.8% |