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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 | $85,515-5.6% | $112,040-28.0% | $67,986+18.7% |
| Participation rate | 54.3% | 68.2%-13.9pp | 76.5%-22.2pp | 57.2%-2.9pp |
| Annual return | 14.57% | 29.68%-15.1pp | 24.52%-9.9pp | 31.67%-17.1pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,444 | $4,014-64.0% | $5,098-71.7% | $3,358-57.0% |
| Admin fee / account holder | $13,184 | $3,774+249.4% | $12,098+9.0% | $3,203+311.6% |