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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 | $67,776+10.0% | $90,312-17.4% | $65,306+14.2% |
| Participation rate | 13.2% | 58.1%-44.9pp | 72.9%-59.7pp | 57.7%-44.4pp |
| Annual return | 13.39% | 16.62%-3.2pp | 18.90%-5.5pp | 21.94%-8.6pp |
| Employer contribution / active EE | $0 | $2,195-100.0% | $2,243-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $311 | $2,641-88.2% | $3,749-91.7% | $2,959-89.5% |
| Admin fee / account holder | $12,431 | $3,322+274.2% | $8,248+50.7% | $3,480+257.2% |