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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 | $80,699 | $79,867+1.0% | $120,344-32.9% | $64,340+25.4% |
| Participation rate | 54.3% | 63.0%-8.6pp | 76.7%-22.4pp | 55.2%-0.9pp |
| Annual return | 14.57% | 21.10%-6.5pp | 20.30%-5.7pp | 24.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,444 | $3,593-59.8% | $5,135-71.9% | $2,980-51.6% |
| Admin fee / account holder | $13,184 | $5,039+161.6% | $12,742+3.5% | $3,703+256.1% |