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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 | $67,718 | $66,764+1.4% | $88,497-23.5% | $62,881+7.7% |
| Participation rate | 39.6% | 77.3%-37.7pp | 82.4%-42.8pp | 69.3%-29.7pp |
| Annual return | 6.91% | 10.37%-3.5pp | 7.63%-0.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,416 | $3,976-64.4% | $4,899-71.1% | $3,203-55.8% |
| Admin fee / account holder | $17,695 | $4,668+279.1% | $6,220+184.5% | $4,296+311.9% |