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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 | $67,930 | $52,580+29.2% | $71,671-5.2% | $70,126-3.1% |
| Participation rate | 41.4% | 60.9%-19.5pp | 68.7%-27.4pp | 69.5%-28.2pp |
| Annual return | 16.71% | 20.25%-3.5pp | 20.65%-3.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $743 | $2,386-68.9% | $3,438-78.4% | $3,332-77.7% |
| Admin fee / account holder | $2,950 | $3,653-19.3% | $5,558-46.9% | $4,645-36.5% |