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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 | $74,146 | $57,752+28.4% | $112,273-34.0% | $71,511+3.7% |
| Participation rate | 25.2% | 58.8%-33.6pp | 72.4%-47.2pp | 67.9%-42.7pp |
| Annual return | 17.29% | 18.25%-1.0pp | 30.23%-12.9pp | 28.86%-11.6pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,431-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $889 | $2,860-68.9% | $4,800-81.5% | $4,291-79.3% |
| Admin fee / account holder | $9,365 | $1,586+490.4% | $7,752+20.8% | $1,588+489.5% |